Question

Cant Upgrade to TurboTax plus

Forum|Forum|6 years ago
July 13, 2019
1 reply
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I can't see the upgrade button for TurboTax plus to upgrade even though I am following the direct instructions

TurboTax Free Edition Online

Employee

If you just started a new 2018 return, you may not see the Upgrade link in the left menu column until you enter a little info in the MY INFO section. TurboTax instructions are confusing. I can give you better instructions, but I have to ask a lot of questions first.

Why do you want PLUS--are you wanting to purchase PLUS to unlock a prior return? Was your prior return prepared with Online TurboTax? If so, log in to your account and look in the section "Your Tax Returns & Documents." Choose the tax year in question, and look for a link to download/print the PDF. Do you find evidence of your return there OK, but when you try to download, does it ask you to pay? If that's your situation, we can tell you how to pay to unlock your prior returns. The method to unlock it depends on what all you have done with your 2018 return.

If you find no evidence at all of your prior online returns in that account, we can tell you how to look for multiple accounts. A return prepared in desktop software (CD/download) will not be in an online account.

Have you already filed a 2018 return in Online TurboTax, or is one in preparation? Or did you file elsewhere?
Was/is the 2018 return prepared in Free Edition?
Is the 2018 return in the SAME account as the prior online returns?

We can tell you all the steps to unlock a return once you answer all the questions above.

If all you need is the 2017 AGI, there should be a free link in the section "Your Tax Returns & Documents" when you choose tax year 2017. There should be a link that says "View adjusted gross income (AGI.)"

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

B

baileyb75

Yes to all of those questions and I'm having the same issues. There is no upgrade button showing up on the left hand side.

M

mesquitebean

Employee

baileyb75 wrote:
Yes to all of those questions and I'm having the same issues. There is no upgrade button showing up on the left hand side.

One of the important questions was not a strict "yes or no" question. It asked if you had already filed the 2018 return, had one in preparation, or filed elsewhere. Since you broadly said "yes" to all the questions above, I'll assume you already filed 2018 with Online TurboTax, so I'm going to tell you how to upgrade an already-filed 2018 Free Edition return to PLUS in order to unlock prior returns in the same account.

NOTE: When you open your return back up, do not make any changes in it if it's already been filed.

Log in and go to "Your Tax Returns & Documents." Click that line or on the word SHOW to expand that section.
Choose 2018 tax year.
If you have already filed the 2018 return, there will no longer be a "Take me to my return" button. So to open an already-filed return, click on "Add a State." (you don't really add one. That's just to open your return back up.)
Once the return is open, go to the left menu column and click on Upgrade.
On the upgrade page choose PLUS. If PLUS is grayed out and can't be chosen, that means you are already in PLUS. Do NOT upgrade any beyond PLUS, or you'll have problems.
Once you are in PLUS, then you need to pay.
In the left menu column click on TAX TOOLS, then PRINT CENTER.
At the Print Center choose to "Print, save, view THIS YEAR's return." (Yes, you say "this year's" because you are paying for the 2018 return to unlock the 2017 return.) You don't actually have to print it.
It will ask you to pay. If the Order Summary appears OK, then choose PAY NOW.
You can pay by credit card or debit card (even though it only says "credit.")

NOTE: If it should offer you the choice of paying later out of the Federal refund, that cannot be done for this purpose. You have to choose PAY NOW.