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How do i start a new return for a different person

 
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LinaJ2018
Intuit Alumni

How do i start a new return for a different person

To start a new return for a different person, follow these steps:

1.  Sign out of TurboTax Online.

2.  Select the TurboTax Online product you want to use for the second return and proceed.

3.  On the Create your account screen, set up a new login for the second return.

               o    You can reuse your email address if you want to receive e-file notifications for the second return.

               o    Up to 5 accounts can be tied to the same email address.

4.  After you've created the new account, you can start working on the second return.

Tip: If you're preparing multiple returns for family members, it's more economical to switch to the TurboTax CD/Download software, which lets you e-file up to 5 federal returns at no additional cost. More info

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6 Replies
LinaJ2018
Intuit Alumni

How do i start a new return for a different person

To start a new return for a different person, follow these steps:

1.  Sign out of TurboTax Online.

2.  Select the TurboTax Online product you want to use for the second return and proceed.

3.  On the Create your account screen, set up a new login for the second return.

               o    You can reuse your email address if you want to receive e-file notifications for the second return.

               o    Up to 5 accounts can be tied to the same email address.

4.  After you've created the new account, you can start working on the second return.

Tip: If you're preparing multiple returns for family members, it's more economical to switch to the TurboTax CD/Download software, which lets you e-file up to 5 federal returns at no additional cost. More info

Hadassha1
New Member

How do i start a new return for a different person

Can a cx use different  email addresses(for the people he is filing for) when filing for others using the ttd with costco installation code or it has to be the same email address?

How do i start a new return for a different person

How do i start a new return for a different person?

MarilynG1
Employee Tax Expert

How do i start a new return for a different person

If you're using TurboTax Online, the new person needs to set up their own TurboTax account, with a user ID and password.

 

If you're using TurboTax Desktop, up at the top FILE link, choose 'New Tax Return'.  

 

@Lorikeller68 

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Landonz
New Member

How do i start a new return for a different person

I can not figure out how to start a new return on the 2024 software.

How do i start a new return for a different person

 The only TT software you can use for 2024 now is the desktop download. 

 

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.

 

Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed.

Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.

 

To file a return for a prior tax year

 If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s)

https://turbotax.intuit.com/personal-taxes/past-years-products/

You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.

 

Remember to prepare your state return as well—if you live in a state that has a state income tax.

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-rev...

 

 

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.

 

Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

 

 

@Landonz

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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