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I need to contact someone about download my 2017 tax returns. I have already purchased the premium.

 
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I need to contact someone about download my 2017 tax returns. I have already purchased the premium.

This answer assumes your 2017 returns and completed 2018 Free Edition return are in the same account.

Here's how to open a completed 2018 return in order to upgrade and pay for PLUS.  If you have already done the upgrade steps, then after opening the return back up you can skip to the payment steps

NOTE:  If you have already filed the 2018 return, then do NOT make any changes in the return.

  • Log in and go to the section "Your Tax Returns & Documents".  Click on that line or the word SHOW to expand that section.
  • Choose 2018.
  • Then click the link "Add a State".  (you aren't really adding one; that just opens the return back up.)
  • Once the return is open, if you have not yet upgraded, then click in the left menu column on Upgrade.
  • At the Upgrade screen choose PLUS.  NOTE:  If PLUS is grayed out, that means you are already in PLUS.  In that case, do NOT upgrade any farther, or you'll have problems.
  • If you are already in PLUS, then you just need to pay for it.
  • In the left menu column, click on TAX TOOLS, then choose PRINT CENTER.
  • In the Print Center choose "Print, save, view THIS YEAR's return."   (yes, you say "this year's" because you are paying for PLUS 2018 to unlock the prior returns.)  You don't really have to print it.
  • On the next screen choose to PAY NOW.  (for this unlocking purpose, you cannot use the "Pay Later" feature if it's offered.)
  • The next screen will be an Order Summary.  It should show PLUS for 19.99.
  • Next screen says "Pay with Credit Card", but it can also be a debit card or prepaid debit card.
NOTE:  Do NOT use this method to open a return to make changes/edits to an already-filed return (one that has actually been mailed or efiled.)   If you later need to make changes to an already-filed return, you have to go through the formal amending process, and your return must start off exactly as originally filed.

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7 Replies

I need to contact someone about download my 2017 tax returns. I have already purchased the premium.

Have you located the 2017 returns, but access is locked, and it tells you to pay?    

How to unlock the 2017 return will depend on what all you done for 2018.  Please answer all the questions below.

Have you already filed a 2018 return with Online TurboTax, or is it still in preparation?   
And is your 2018 return that you paid for in the SAME account as the 2017 return?  
What did you mean when you said you "already purchased the premium?"  What did you mean by "premium?"   Did you purchase the PLUS upgrade at 19.99?  
 If so, did you pay for it by credit/debit card?

I need to contact someone about download my 2017 tax returns. I have already purchased the premium.

It does tell me to pay. I have completed my 2018 tax return through TurboTax, with the same account. I mean the plus. I clicked to where I could purchase it about a week ago, but no information came up about paying for it.

I need to contact someone about download my 2017 tax returns. I have already purchased the premium.

It does not tell me to pay*

I need to contact someone about download my 2017 tax returns. I have already purchased the premium.

Please explain that last comment.   Now you just said it did NOT ask you to pay to get the 2017 file, so that's confusing.   When you click to Download/print the 2017 PDF, does it tell you that you need to pay or not?   If the 2017 return is locked, it should ask you to pay.  I'll be telling you how.

If you have already upgraded the 2018 return to PLUS, we can tell you how to pay the 19.99 PLUS fee by credit/debit card.  You cannot use the option to "pay later" out of the Federal refund for this purpose.

I need to contact someone about download my 2017 tax returns. I have already purchased the premium.

When I click on the Download/Print the 2017 PDF, it says it looks like I have not paid for the PLUS. How would I go about paying for it? I have already did my 2018 tax returns.

I need to contact someone about download my 2017 tax returns. I have already purchased the premium.

I'll give you all the steps below.  If you have already done the upgrade part then you can skip those steps and go to the payment steps.

I need to contact someone about download my 2017 tax returns. I have already purchased the premium.

This answer assumes your 2017 returns and completed 2018 Free Edition return are in the same account.

Here's how to open a completed 2018 return in order to upgrade and pay for PLUS.  If you have already done the upgrade steps, then after opening the return back up you can skip to the payment steps

NOTE:  If you have already filed the 2018 return, then do NOT make any changes in the return.

  • Log in and go to the section "Your Tax Returns & Documents".  Click on that line or the word SHOW to expand that section.
  • Choose 2018.
  • Then click the link "Add a State".  (you aren't really adding one; that just opens the return back up.)
  • Once the return is open, if you have not yet upgraded, then click in the left menu column on Upgrade.
  • At the Upgrade screen choose PLUS.  NOTE:  If PLUS is grayed out, that means you are already in PLUS.  In that case, do NOT upgrade any farther, or you'll have problems.
  • If you are already in PLUS, then you just need to pay for it.
  • In the left menu column, click on TAX TOOLS, then choose PRINT CENTER.
  • In the Print Center choose "Print, save, view THIS YEAR's return."   (yes, you say "this year's" because you are paying for PLUS 2018 to unlock the prior returns.)  You don't really have to print it.
  • On the next screen choose to PAY NOW.  (for this unlocking purpose, you cannot use the "Pay Later" feature if it's offered.)
  • The next screen will be an Order Summary.  It should show PLUS for 19.99.
  • Next screen says "Pay with Credit Card", but it can also be a debit card or prepaid debit card.
NOTE:  Do NOT use this method to open a return to make changes/edits to an already-filed return (one that has actually been mailed or efiled.)   If you later need to make changes to an already-filed return, you have to go through the formal amending process, and your return must start off exactly as originally filed.
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