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August 28, 2019
Question

Can I get help with Turbo Tax PLUS? I go to upgrade (so I can print my 2017 taxes) and it says I already have that. However, I never bought it and I cannot print.

  • August 28, 2019
  • 3 replies
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3 replies

August 28, 2019

I am having the same issues and am desperate for help!  

 

Employee
August 28, 2019

@ hldplus3 

You're posting in someone else's unanswered thread who happens to be in the Premier Edition, so your situation may not be exactly the same.  It might get confusing helping two folks in one thread, but I can help you with your situation once it becomes clear.  Please answer all questions:

 

  1. Are you wanting to pay for 2018 PLUS to unlock prior returns that are in the same account?   
  2. What is the story on  your 2018 return?   Has it already been filed, or is it still in preparation?
  3.  What edition are you in right now?  Have you already upgraded your 2018 Free Edition to PLUS, and now just need to pay for it?  If the PLUS selection is grayed out, that means you already have it.  Do not upgrade any farther, or you'll have problems.   If you are in PLUS,  you just need to pay.
  4.  Is PLUS the only thing grayed out?  If anything else is grayed out, then you are in an edition higher than PLUS.

 

I can tell you the steps to pay the 19.99 by credit/debit card, when you answer all of the above.

 

There's also a free option if a return transcript will suit your purpose.   You may be able to immediately download one at the IRS website if you qualify to open an IRS account there.  Otherwise, to order a transcript to come by postal mail takes 5-10 calendar days.
http://www.irs.gov/Individuals/Get-Transcript

 

August 30, 2019

Hi, I am having a similar issue. I need help just paying for PLUS without filing. It says I upgraded but just need to pay. I need this to access 2017s returns for help with student loans.

Employee
August 28, 2019

@ Wacannon 

You asked this same question a month ago but never returned with the followup information that was requested at the time.   At that time you were in Deluxe Edition. 

 

Now you currently appear to be using Online Premier, which is way higher than PLUS.  At least Premier is what is displayed underneath your question above.   Premier is 79.99 for Federal and 44.99 for State, while PLUS is 19.99.    Did you try to upgrade and upgraded too far, or do you need Premier for the situations in your 2018 return?    Please answer all questions below:

 

  • What is the story on  your 2018 return?   Has it already been filed, or is it still in preparation?
  • How did you end up in Premier?  Is that what you used to prepare and file your 2018 return, or did you try to upgrade from Free Edition to PLUS and upgraded too far?  
  • Are the 2017 and 2018 returns in the SAME account?

If you are in Premier and try to pay now, it will charge you 79.99 for Federal and possibly 44.99 for a state return.   We can tell you what to do when you answer the above.   Here are the two options:

 

If you haven't paid for and filed the 2018 return yet, you can either pay for Premier (79.99) if that's what you plan to use for 2018, or if you don't need Premier, you can downgrade to Free Edition, then upgrade to PLUS for 19.99.  I can tell you all the steps.

 

However, if you have already paid for or filed the 2018 return and have upgraded too far after filing, then you can't downgrade it yourself.  You'll need to phone TurboTax Support, tell them you accidentally upgraded too far, and ask them to unlock the prior return.  I can tell you how to reach them if that's the case.

 

There's also a free option if a return transcript will suit your purpose.   You may be able to immediately download one at the IRS website if you qualify to open an IRS account there.  Otherwise, to order a transcript to come by postal mail takes 5-10 calendar days.
http://www.irs.gov/Individuals/Get-Transcript

 

September 24, 2019

Can I get help same issue. I am willing to make the purchase I need but where and how

DoninGA
Employee
September 24, 2019

@omega9marc 

In TurboTax Free Edition, you can purchase PLUS to unlock your prior-year .tax file.

The exact instructions will vary depending on the status of your 2018 TurboTax Online return (select one):