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Returning Member
posted Sep 30, 2019 9:19:51 AM

Purchased plus, but I can't access my .tax file

I just purchased TurboTax plus 2017, to download my 2017 tax return. I didn't get a receipt in my email, I can't speak to anyone in customer support for my purchase, and most importantly, I can't access my 2017 return. How do I remedy this without having my bank file a claim for the purchase price?

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12 Replies
Level 15
Sep 30, 2019 9:26:08 AM

Access to prior year returns

https://ttlc.intuit.com/questions/3355524-when-does-access-to-my-prior-year-turbotax-online-returns-expire

 

https://ttlc.intuit.com/questions/3404575-how-do-i-access-my-prior-year-2017-return

You can get a free transcript from the IRS:   

https://www.irs.gov/individuals/get-transcript

How do I get a copy of a return I filed using online TurboTax?

https://ttlc.intuit.com/questions/1900748

How do I get a copy of a return I prepared using desktop TurboTax?

https://ttlc.intuit.com/questions/1900639

 

 

Note:  Every year, before mid-October, print a copy of your current year tax return and save it as a tax file and pdf, too.  That way you will have it when you need it for school, a loan, next year’s tax return, etc. without going through a lot of aggravation (and expense)  to get it.

 

https://ttlc.intuit.com/questions/1899645-how-do-i-save-my-2018-turbotax-online-return-as-a-tax-data-file

https://ttlc.intuit.com/questions/1912544-how-do-i-save-my-2018-turbotax-online-return-as-a-pdf

Returning Member
Sep 30, 2019 10:11:40 AM

That, in absolutely no way, answers anything that I said. Is this a bot? 

Level 15
Sep 30, 2019 10:14:19 AM

WHEN did you purchase PLUS?  Your question said you purchased it in 2017.

Level 15
Sep 30, 2019 10:18:02 AM
Returning Member
Sep 30, 2019 10:34:58 AM

I said I just purchased it. First sentence. I want to speak to customer service to find out where my money went, but they're also behind a paywall

Returning Member
Sep 30, 2019 11:12:00 AM

And, to reiterate, I purchased 2017 plus edition three days ago, to access my 2017 tax return. I followed the instructions to purchase the product. If I click to download my .tax file, it says I need to purchase the plus edition. My bank statement makes it clear that I purchased plus on Friday, but I have no receipt in my email.

Level 15
Sep 30, 2019 11:14:15 AM

Well since you can't buy Plus for 2017 now in 2019 you must have paid for 2018 Plus to unlock 2017.  Did you pay for Plus in the same account that 2017 is in?

 

Or did you buy the 2017 Desktop download?

 

If you paid for 2018 Plus you can Contact Customer Service 5am-5pm Pacific M-F
https://support.turbotax.intuit.com/contact/

Level 15
Sep 30, 2019 11:17:20 AM

I think you must have bought the Desktop program.  

Sorry you needed to pay for 2018 online Plus or higher in the same online account.  Buying the Desktop program won't unlock it.  Call in and ask them to unlock it since you bought the Desktop program.

 

Contact Customer Service 5am-5pm Pacific M-F

https://support.turbotax.intuit.com/contact/

Level 15
Sep 30, 2019 11:29:29 AM

You purchased the Plus edition but it was not for 2017.  You had to purchase the Plus edition for the 2018 online tax return to access the prior year online tax returns.

 

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):

Returning Member
Oct 1, 2019 9:17:45 PM

I guess I did buy Deluxe for Windows. I followed the on-screen prompts that came up when I went to download my 2017 return. The prompts directed me to purchase Deluxe 2017. The problem is, I don't know how to contact support. Every time I tried, I got redirected here, or I need to pay for support.

Level 15
Oct 2, 2019 6:34:35 AM

@mikebola 

TurboTax support is open from 5am to 5pm Pacific time (8am to 8pm Eastern time) 7 days a week up through 10/25/19.

Use this website to contact TurboTax support during business hours - https://support.turbotax.intuit.com/contact/
Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Level 15
Oct 2, 2019 7:31:00 AM

Your other option is to pay for the 2018 PLUS online to unlock the prior year return and then get a refund of the downloaded version you do not need ...

 

To submit a refund request online, simply fill out our TurboTax Refund Request Form.