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If I purchased software can I still use TurboTax online without paying twice?

Forum|Forum|6 years ago
June 1, 2019
7 replies
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I've used online the last couple of years. I purchased the CD version at Costco. I thought I could still use the online version and there would be a code or something for the payment. Is this possible or should I return the software?

Best answer by mesquitebean

No, the CD purchase does not allow use of TurboTax Online. You will need to decide which one to use.

Be aware that the CD version is more fully-featured than the Online version. It does not have form limitations, and has the popular Forms Mode that the Online version does not have. Online Deluxe cannot prepare Schedules C,D,E,F, or enter K-1. In an Online product, Premier is required for Sched. D or E. In an Online product, only Home and Business can prepare Sched. C or F.

Depending on what you bought, your CD may also have an included state program. In the Online version, a state return is an extra 39.99. The Deluxe CD may or may not have a state program included; it comes in two versions--Federal-only, or Federal and State.

In the desktop version, one can prepare multiple Federal returns with 5 free Federal efiles. There is a 24.99 fee to efile a state return (free for New York.) There is no fee to print and mail the state returns.

The desktop Basic Edition does not include a state program and cannot import from ItsDeductible.

The Online version can only prepare 1 Federal return per account.

M

mesquitebeanAnswer

Employee

No, the CD purchase does not allow use of TurboTax Online. You will need to decide which one to use.

Be aware that the CD version is more fully-featured than the Online version. It does not have form limitations, and has the popular Forms Mode that the Online version does not have. Online Deluxe cannot prepare Schedules C,D,E,F, or enter K-1. In an Online product, Premier is required for Sched. D or E. In an Online product, only Home and Business can prepare Sched. C or F.

Depending on what you bought, your CD may also have an included state program. In the Online version, a state return is an extra 39.99. The Deluxe CD may or may not have a state program included; it comes in two versions--Federal-only, or Federal and State.

In the desktop version, one can prepare multiple Federal returns with 5 free Federal efiles. There is a 24.99 fee to efile a state return (free for New York.) There is no fee to print and mail the state returns.

The desktop Basic Edition does not include a state program and cannot import from ItsDeductible.

The Online version can only prepare 1 Federal return per account.

Y

Yunger02

This seems like double-dipping on your part, intuit. Disappointing to say the least. The two systems I am certain talk to one another. Don't make taxes harder or more expensive than they need to be.

DoninGA

Employee

@Yunger02 wrote:

This seems like double-dipping on your part, intuit. Disappointing to say the least. The two systems I am certain talk to one another. Don't make taxes harder or more expensive than they need to be.

No the two systems do not in any way "talk" with each other. The online editions and the desktop editions are totally separate programs.

J

JCDSMD

Do I use license code on CD purchase to sign up for download and where can I find how to install and activate?

VolvoGirl

Employee

How to download Turbo Tax instead of using the CD
https://ttlc.intuit.com/community/installing/help/i-bought-the-cd-but-my-computer-doesn-t-have-a-cd-drive/01/26450

There should be a card in the CD case that says how to download it and you will need the 14 or 16 digit code from it to enter.

How to activate the Desktop program
https://ttlc.intuit.com/community/tax-topics/help/activating-turbotax-cd-download-software/00/852971

1

10plusyr_user

I am in a similar situation. I bought the premier version from Costco. It cannot auto adjust ESPP/RSU. But then I went to the online (which I used every year) it adjusted the ESPP/RSU.

T

ToddL99

If you bought the program from Costco and it didn't function as required, you will have to return it to Costco for a refund. They sold it to you and are the only ones who can giver you a refund.

TurboTax online has no way of knowing that you paid for a desktop program - when you prepare and file your return with TurboTax online, you must pay for that service at that time.

As @mesquitebean posted above, "If they won't, you can use this online refund request form. However, you would need to mail the CD and copy of the receipt to TurboTax as instructed at the page How do I request a refund for my TurboTax product?

G

graceAoyou

I purchased from Intuit directly.

Grace

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tdmmgsws

I have Turbotax 2019. Can I updgrade from 2019 software or do I just go online and by 2020?

DoninGA

Employee

@tdmmgsws wrote:

I have Turbotax 2019. Can I updgrade from 2019 software or do I just go online and by 2020?

Each tax year is a separate TurboTax program. You would need to use the TurboTax 2020 program to complete the 2020 tax returns.

Go to this TurboTax website to purchase one of the 2020 desktop editions to be installed on a personal computer - https://turbotax.intuit.com/personal-taxes/cd-download/

Or you can use the TurboTax online editions at this website - https://turbotax.intuit.com/personal-taxes/online/

You can transfer the 2019 tax data to the 2020 tax return.

See this TurboTax support FAQ for how to transfer using the TurboTax for Windows software - https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/01/26145

J

jonathanhogan

Where do I write for a refund on cd bought?

Wanting back into TurboTax online instead having my prior 8 returns.

VolvoGirl

Employee

How to contact Turbo Tax. Use the words Billing Issue and not Refund. (You need to pick the CD/Download program in the product drop down box.)
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

What is the Turbo Tax phone number
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

J

jd19391

This should mentioned to a disk buyer before one makes a purchase?

X

xmasbaby0

Employee

@jd19391 You are posting to a thread that has no activity for about a year. What did you not know about the CD/download you were purchasing that you think should have been mentioned?

**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.**

J

Joelawabdeh

Turbo Tax will not install on my PC. Does that mean I have to pay twice for it? It seems like a bad business