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How do I file a new return or open a new file

how do I file new tax return
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40 Replies

How do I file a new return or open a new file


@mulugeta-abtew wrote:
how do I file new tax return

You appear to be using Online TurboTax.  What do you mean by "new tax return"? 

Did you already prepare and file a return for yourself, and are now wanting to prepare a second return for another different person?

gary4748
New Member

How do I file a new return or open a new file

Yes

How do I file a new return or open a new file

Online is only good for 1 return per account.  But you can use the same email address for 5 accounts.   How to start another return in the Online version

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-onli...

 

The Desktop CD/Download program can do unlimited returns.

meenanstevenl
Returning Member

How do I file a new return or open a new file

I have prepared my return and now i want to file separate return for my son!

How do I file a new return or open a new file

@meenanstevenl   Are you using the Online version or the Desktop CD/Download program?

 

For Online,

Online is only good for 1 return per account.  But you can use the same email address for 5 accounts.   How to start another return in the Online version

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-onli...

 

meenanstevenl
Returning Member

How do I file a new return or open a new file

I want to prepare a second return! 

How do I file a new return or open a new file

Did you see my answer right above?  Or are you using the Desktop program?  In Desktop go up to File-New

roxanne8-
New Member

How do I file a new return or open a new file

i filed  for my stimulus check and filed the wrong status. can i file again?

How do I file a new return or open a new file

Once the original return has been fully processed and you have the original refund in hand then you can amend the return to make any needed corrections. 

 

How do I file a new return or open a new file

I want to prepare another return for 2021 as if I moved into another state

How do I file a new return or open a new file

@warrenlavery   Do you need to actually file a second 2021 return or do you just need to do some "what if" calculations? 

How do I file a new return or open a new file

I just want to do what if calculations. I am considering moving from New York State to New Jersey and want to estimate the income taxes there.

How do I file a new return or open a new file

There are 2 answers to your question, depending on if you use the On-Line version of TTax or if you use the Desktop version (which is installed on your computer).  Hint: Desktop version gives you more flexibility and options.  AND  if you use the online version you can use the state programs for free however you will not be able to see the state returns ... only the summary will be available.  If you use the downloaded version you will need to buy the other state program even for what if scenarios.

 

For DESKTOP version ONLY
Select 'Forms Mode' - (upper right corner of Step-by-Step screen)
Select 'Open Form'  - (upper LEFT corner (just above "Forms in My Return" click on icon)
Enter "What-if" (without quotes) in the Search field (at top under 'Search or Browse ,,,' heading)
'Double Click' on the "What-if" entry listed in the list of forms below (under 'US Form 1040 ...')

NOTE: Be sure to type the search phrase SLOWLY, and to use a '-' and not a space between the words entered.  The search will auto-complete generally by the time 'wh' is entered.

For safety, to protect your return, whenever you are doing things like a 'what-if' compare, it is a good practice to make a COPY of your return and do the 'what-if' exercise on the COPY.

 

For On-Line version
Y Unfortunately the on-line version does not support a 'what-if' scenario (that is only available with the desktop version).

Once you make ANY changes to the online version the previous information is overwritten and is PERMANENTLY deleted.  You will have to manually re-enter/re-create your return.

You might want to try to create NEW dummy accounts for your various scenarios and then simply abandon them when you are finished.

Create New On-Line account:
turbotax.com and look for the 'New to TurboTax?" 'Start for Free' BLUE button near the top center of the screen.
How to Clear AND Delete

How to clear an on-line return and start over
https://ttlc.intuit.com/questions/1900891-how-do-i-start-over-in-turbotax-online
(Please note that the link may 'appear' to be truncated, however it will
work (if you hover your mouse over the link you will see the full link.)

How to delete tax return in TTax On-line
https://ttlc.intuit.com/questions/1899886-can-i-delete-my-tax-return-in-turbotax-online
(Please note that the link may 'appear' to be truncated, however it will
work (if you hover your mouse over the link you will see the full link.)

Note: This will also clear/delete and data your have transferred from last year or downloaded from a Financial Institution.

CAVEAT:
While you can clear the information in a return in an account, you CANNOT delete an account.

Richards5
New Member

How do I file a new return or open a new file

yes

 

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