How can I do more than 5 e-file federal

Forum|Forum|6 years ago
June 6, 2019
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Employee

Federal regulations limit the number of returns you may e-file with the TurboTax CD/Download desktop software to 5. You can use the software to prepare additional returns but you cannot e-file them. (Each TurboTax Online account only lets you prepare and file one federal tax return.)

Intuit has several professional software options if you need to prepare and e-file more than 5 federal tax returns: ProSeries, Lacerte, and Intuit Tax Online.

For more information, please see the FAQs below.

https://ttlc.intuit.com/replies/3302087

https://ttlc.intuit.com/replies/3403284

https://ttlc.intuit.com/replies/3301784

[Edited 04.08.2018 I 07:46PM PDT]

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louisachiriaco

I have been usingTurbo Tax for years and just found outyou can only file 5 e-File returns?

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ddragon1_ny

You can do MORE than 5 returns, but you can only E-FILE 5.

You can create as many tax returns as you want, but unfortunately, they have to be printed and mailed in.

FIVE E-FILES is the maximum number of returns you can file electronically per purchased version of Turbotax.

If you have returns that do not have any ITEMIZED DEDUCTIONS, go to TURBOTAX.COM - it is free for folks who have a W-2 (BUT you cannot process 1099s processed on this website without paying $40.00) .

In addition to being able to process W-2s on the online version, it will also allow you to enter house taxes and mortgage interest, but if you have like JOB EXPENSES, or STOCKS and BONDS to process for an individual, save THAT return for the software (with 5 e-files) that you purchased.

I usually have 11 - 14 returns every year. Sometimes I have to go over 5 E-FILES, so what I do is print the return for the folks who owe money, have the owner sign it and MAIL it in "US POSTAL snail mail". The others that have refunds of course, want their refund YESTERDAY, so I use those to E-FILE.

Another methodology I have achieved with impatient clients that want their refunds right away, I purchase another copy of Turbotax, which provides me with 5 more E-FILES. Sam's Club and Costco have cheapest prices. In February, they offer $10.00 off of their retail price for DELUXE of $49.99. So I am able to purchase 2 or 3 discs to accommodate up to 15 of my clients. When you load up these in your computer, label them as #1 , #2, and #3 so you will know which clients or family members belong to which version you processed them on. I think I have thought of everything possible to make your over 5 return question, easy to understand.

Also tell your clients, if they choose to sign and mail their returns in, you won't charge them the $40 processing fee (HA HA) in their processing price.

X

xmasbaby0

Employee

"Another methodology I have achieved with impatient clients that want their refunds right away, I purchase another copy of Turbotax, which provides me with 5 more E-FILES. "

"....clients?" TurboTax is not licensed for paid tax preparers. If you are preparing tax returns using TurboTax and charging a fee, you are in violation of the terms of service.

**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.**

Carl11_2

Employee

With the CD version of TurboTax, you can prepare and file as many tax returns as you like. There is no limit. However, the IRS says you can only e-file five of them. ANything after the 5th return has you be printed, signed and mailed to the IRS.

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Nettecol75

How can I file taxes for 5 other clients under my account.

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xmasbaby0

Employee

@Nettecol75 What CLIENTS? Using TurboTax to prepare returns for paying clients is a violation of the terms of service. You cannot get around the five federal e-file limit which is an IRS limit. If you have the credentials to prepare returns for paying clients you need to be using the professional tax software.

https://proconnect.intuit.com/?s_cid=TT.com_MoreProds-Footer_ProTaxSoftware

**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.**