Can two taxpayers with different tax scenarios use Turbotax and how do I select the correct version?

[MinhT1]

Yes, TurboTax can help all taxpayers prepare their tax returns. 

Each taxpayer may need a different version of TurboTax depending on the complexity of their returns: nature and sources of income, types of deductions, types of credit.

Please read this comparison between different versions of TurboTax online, or

this comparison between different versions of TurboTax Desktop.

[Leeer]

Yes, that was the answer I needed.   Thank you.

[SwindellBrad]

I have TurboTax Home and Business 2021 and have started a existing joint return, and I just purchased another version - TurboTax Deluxe - to prepare my Mother's taxes as I am her Power of Attorney.  When I open the new Deluxe version for the first time, however, it pulls up the existing Joint return I have started in our TT Home and Business version.  

How can I separate the TurboTax files and start a new one for my mother in TT Deluxe?  

Thanks. 

[DoninGA]

@SwindellBrad  There was no need for you to purchase the TurboTax Deluxe desktop edition.

You can complete and file as many tax returns as needed using the TurboTax Home & Business edition.  All you need to do is click on the File menu at the top left of the desktop program screen.  Then click on New Tax Return.

Just because you have the Home & Business edition does not mean that you cannot complete another tax return that does not require the Business section of the program.  Just use the Personal tab to enter their income.

Go to this TurboTax website to request a refund for the software purchased from TurboTax - https://support.turbotax.intuit.com/forms/refund-request.jsp
Use this TurboTax website to check your orders and payments -
https://turbotax.intuit.com/personal-taxes/cd-download/order-status/

[Vanessa A]

If you are using Home and Business, that means you are using the desktop version.  You only need that version and you can e-file up to 5 returns with that.  If you have two versions of TurboTax installed on your computer, you may be confusing the system so you may need to uninstall Deluxe.

All you need to do in Home and Business is to select File>>Start a new return, then you will be able to file  your mom's return with the same program.

[SwindellBrad]

Thanks for the prompt replies!  I did "start a new return" and it is working.  

Thanks again!