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April 2, 2025
Question

how do I toggle between two individuals to complete tax filings

  • April 2, 2025
  • 2 replies
  • 0 views
I'm filing for myself and my son, how do I go from one to the other to enter information before submitting the return?

2 replies

April 2, 2025

Are you using the desktop version?  If so, you simply select 

  1. File up in the upper left hand corner of the screen
  2. Open Tax Return
  3. Save the return
  4. Select the other return you want to open.  

You cannot have them both open at the same time.

 

 

If you are using the online version, you would need to have 2 screens open, one in incognito and switch back and forth.  Or you can log in and out of the returns to go back and forth. 

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Employee
April 2, 2025

Why are you trying to "toggle" between two tax returns at once?   Why not work on them one at a time?  

 

If you are using online software --- which is what you are posting from--- each return needs its own account and user ID.   If you use the same account and user ID for two returns, the first one will be overwritten by the second one and will be lost forever.  You get one return per fee when you use online TurboTax.

**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.**