Hi, I have the The Desktop CD/Download program can e-file 5 returns. I logged in and used the License Code on my account. Now I want to do my daughter's return from the same laptop. How do I do that?
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With the TurboTax program started -
Click on File at the top of the program screen
Click on New Tax Return
Thank you - I clicked on New Tax Return and it keeps pulling my information. "Good News we found your Tax Info" How do I have it pull her previous TT info?
@sncbird wrote:
Thank you - I clicked on New Tax Return and it keeps pulling my information. "Good News we found your Tax Info" How do I have it pull her previous TT info?
Click on the button labeled Continue without Transferring
I'm probably making this more difficult than it is. How do I get her past info TT to transfer? She has her own TT login and password.
@sncbird wrote:
I'm probably making this more difficult than it is. How do I get her past info TT to transfer? She has her own TT login and password.
When you start a New Tax Return using the TurboTax desktop editions, the program looks for prior year returns in the TurboTax folder with the Documents directory. This is what should have been presented to you when you started the new return. Then you either select Continue without Transferring or if there is a 2022 tax data file in the TurboTax online account, click on the button Import From TurboTax Online. If she has a 2022 online account then she would need to sign onto the TurboTax online account with her User ID and Password to download the 2022 tax data file.
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