How to Upgrade TurboTax?

Nowadays, with the help of various tax software readily available on the market, filing taxes online grows quicker, simpler, and more economical every year. TurboTax, the most popular used tax preparation software worldwide, is one such software. If you are looking for a cheap solution, you might not enjoy using TurboTax for tax preparation. We will go over how to upgrade TurboTax from Free File to Premier or from Premier to TurboTax Online in the piece that follows.

Here are the steps for upgrading TurboTax from the base version to a higher one. Contact our staff if you run into any problems when putting the steps into practice.

How to Upgrade TurboTax?

When it comes to meeting your needs throughout tax season, TurboTax performs a wonderful job. However, not everyone has the money to purchase TurboTax, and other people may be content with less expensive solutions. Let’s look at the process for upgrading TurboTax as necessary.

TurboTax Free File cannot be upgraded to another version. Change the Free File account you currently have to a new account if you want to use standard TurboTax.

How to upgrade to a different version of TurboTax Online?

Once you have started working on your 2022 return, you can upgrade or change to a different TurboTax version.

To update your TurboTax version follow the below steps:

• Ensure that you have opened your return in TurboTax and that you are logged in.
• Fill out the intro questions until the menu displays if you haven’t previously.
• From the menu you have to select Upgrade
• To view your options, click the Do it yourself, Real Professionals help, or do it for your tabs.
• Choose the version you want to upgrade to. Unless you select Full Service, we won’t ask for payment until you wish to print or e-file your taxes. Also, you can always prepay:
  • To access the payment section, choose File from the menu (don’t worry, you don’t have to file just yet).
  • Review your order and then click Start or Revisit.
  • A summary of your order will be displayed. Choose a payment method.
  • Enter your information as necessary and then click Confirm Payment.

You can access your improved features by going to Tax Home after making a payment.

We can help if you only require your adjusted gross income (AGI). Transcripts and copies of previous tax returns are also available from the IRS.

How to upgrade TurboTax for Windows?

It only goes one way when upgrading. After upgrading, there is no going back to your older version.

• Open your return in TurboTax and click Upgrade TurboTax at the bottom of the screen to the right (if you can’t see the upgrade option here, click Help in the top menu to see it).
• Choose Update Now in the new box after choosing the version you want to update to.
• To purchase the upgrade, you have to follow the onscreen instructions
• Continue working on your return after you are done. You don’t have to start from scratch.

Why don’t I see the Upgrade option in TurboTax Online?

You might not be able to see Upgrade on your screen for the following reasons:

• Your tax return is not inside of you. Open or resume your return after logging in. The Upgrade option should be seen on the left side of the screen.
• From a mobile device, you are upgrading.
• You are either already using the version you are trying to upgrade to or using a higher version if the option to upgrade is grayed out.
• You haven’t maximized your window. If so, you might find the Upgrade option in the upper-left menu.
• You still haven’t begun your 2022 return or filled out your personal information. If you do, the Upgrade option will show up because your 2022 return has already been filed.
• Tax Tools can be found in the left menu. To access the payment screen, you have to select Print Center, then Print, Save, or Preview this year’s return. Pick Pay Now and proceed as directed to complete the payment.

How to upgrade from TurboTax Free File to TurboTax Premier?

Below are some of the steps to upgrade from TurboTax Free File to Premier.

• Firstly, you have to visit TurboTax.Intuit.com.
• Then you have to click on your product and then you will be asked how you last filed the taxes,
• Then you have to log in to the accounts.
• In case you want to upgrade the TurboTax software you will be asked.
• Lastly, you have to choose the step that follows the ongoing instructions.

Also read: TurboTax Updates Not Working – Windows & Mac Updating Issues

Hopefully, this article has helped you better understand the TurboTax upgrade. The advanced features offered by TurboTax, in the opinion of some consumers, are not what they currently require. Because even without some features and functionalities, things would still be workable. In case you need any kind of help then you can call the help desk team anytime.

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