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Level 2

Question

Turbotax download for 2021 tax year

Forum|Forum|4 years ago
October 13, 2021
26 replies
49 views

When and How can I order Turbotax download for my 2021 tax return, i.e. the return I will file in 2022?

VolvoGirl

Level 15

Not until sometime in November.

VolvoGirl

Level 15

You can sign up for Turbo Tax Advantage Plan so you get it as soon as it comes out but it might be too late to sign up for 2021.
https://turbotax.intuit.com/personal-taxes/cd-download/advantage/

Critter-3

Level 15

Even though the program comes out sometime in November each year it is only a beta version which will not be fully operational until late January at the earliest (much later for some forms and the state programs). Efiling will not be open until late January at best so do not be in a rush to file.

If you are trying to do some tax planning then use the fully operational 2020 downloaded version instead.

This is my mini version of a tutorial that should be in the downloaded program:

What is Forms Mode?

Forms Mode lets you view and make changes to your tax forms "behind the scenes."

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.

Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.

Related Information:

If you want to play around with different figures and tax scenarios without affecting your original return you can ….

>>>In the TurboTax CD/Download software by creating a test copy:
1. Open your return in TurboTax.
2. From the File menu, choose Save As.
3. Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name).
4. Click Save. You are now safely working in the test copy and anything you do here will not affect the original.
https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return

>> use the WHAT IF tool:
- Click Forms Icon (upper right of screen) or Ctrl 2 (forms view)
- Click on the Open Form Icon
- In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form
- You will see the worksheet on the right side of the screen; enter the information right into the form
- To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:

From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
Browse to where you want to save your backup.
- Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
Click Save and then close TurboTax.
Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

Related Information:

AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

AND protect the files :

How can I protect the tax files on my computer?

DoninGA

Level 15

The TurboTax desktop editions for tax year 2021 should be available in mid-November.

chlee1942Author

Level 2

Ok, thank you.

bakergar

Level 2

I don't remember authorizing a payment of $100 for Turbotax 2021 on Nov 6, 2021

Richard A. Baker. It's not on my table top

Critter-3

Level 15

To cancel your subscription, simply remove all products in your TurboTax Advantage account:

Sign in to TurboTax Advantage.
Select TurboTax Advantage on the right side of your screen.

If you only see Sign up now, your subscription is already canceled or you're in the wrong account. Use our Account Recovery tool to get a list of all your TurboTax accounts, then sign in under the right account.

Select Remove product under each product listed
Once all products have been removed, you'll see the Sign up now button. This means your subscription has been canceled.

Tip: If you missed the cancelation deadline for this year's TurboTax product, simply wait until you receive your CD or download, then submit an online refund request within 60 days of receiving your product.

cohenandwolf

Level 2

When will I get the product? My account was charged on November 6, 2021.

Critter-3

Level 15

To access your download, sign in to your TurboTax Advantage account and look for My Downloads.
https://turbotax.intuit.com/personal-taxes/cd-download/advantage

nursemm05

Level 2

I don't see it as available in my downloads... anyone else? I have the CD but would rather download

iversonxxx

Level 2

how do I download turbtax for 2021 and transfer data from 2020 forms

DoninGA

Level 15

@iversonxxx wrote:

how do I download turbtax for 2021 and transfer data from 2020 forms

Go to this TurboTax website for the 2021 desktop CD/Download editions - https://turbotax.intuit.com/personal-taxes/cd-download/

After you purchase, download and install the 2021 TurboTax desktop software you can start a New 2021 tax return and then transfer the 2020 tax data to the 2021 return.

TurboTax minimum system requirements for Windows - https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-windows-software/01/26175
TurboTax minimum system requirements for Mac - https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-mac-software/01/25609

Find download using Windows - https://ttlc.intuit.com/community/installing/help/find-your-turbotax-for-windows-software-download/01/25572

Install TurboTax for Windows - https://ttlc.intuit.com/community/refund-status/help/how-do-i-install-the-turbotax-software-for-windows/01/25934

Transfer prior year tax data using Windows - https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145

Find download using Mac - https://ttlc.intuit.com/community/installing/help/find-your-turbotax-for-mac-software-download/01/25584

Install TurboTax for Mac - https://ttlc.intuit.com/community/installing/help/how-do-i-install-the-turbotax-software-for-mac/01/26067

Transfer prior year tax data using Mac - https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-turbotax-for-mac-software/00/26062

Troubleshoot install for Windows - https://ttlc.intuit.com/community/troubleshooting/help/troubleshoot-installing-and-running-turbotax-on-windows/01/25718

Troubleshoot install for Mac - https://ttlc.intuit.com/community/installing/help/turbotax-for-the-mac-installation-troubleshooter/01/25810

gettel

Level 2

How do I download 2021. I have paid for it and I have a license number

DoninGA

Level 15

@gettel wrote:

How do I download 2021. I have paid for it and I have a license number

Sign onto your TurboTax download account here - https://shopping.turbotax.intuit.com/unified/downloads?route=myaccounts

Or if you are an Advantage subscriber where the software is purchased and available each November for the new tax year, sign onto your Advantage account to download the software for 2021 - https://accounts-tax.intuit.com/turbotaxadvantage

charles1953

Level 2

I received e-mail notice that my 2021 download was available and my credit card was charged. However, I cannot access the download. Why? Advantage customer

Critter-3

Level 15

You can check your order status here. Does this only show a download?
https://shop.turbotax.intuit.com/commerce/orderstatus/orderstatus.jsp

If you want to retrieve the download, use this link to get it:
https://shopping.turbotax.intuit.com/app/downloads

If you don't see the download make sure you are in the correct account. It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used
https://myturbotax.intuit.com/account-recovery/

charles1953

Level 2

Thanks I will try it

Ralee00

Level 2

My 2021 cd won't download

Critter-3

Level 15

When you put the CD in the player does it not download the installation file to your hard drive ? Once it is there you click in it to install the program.

Jon Green

Level 2

i can't seem to order 2021

xmasbaby0

Level 15

@Jon Green

2021 TURBOTAX

CD/DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)

https://turbotax.intuit.com/personal-taxes/cd-download/

You can also purchase the CD/download from various retailers such as Costco, Amazon, Walmart, Best Buy, Staples, Sam’s Club, etc. etc. etc.

This link Where can I obtain authentic TurboTax software? has a list of authorized TurboTax resellers.

When you use desktop software, there is an additional fee to e-file a state return. You can avoid that fee if you print, sign and mail the state return. The state e-file fee is $19.99 and increases in March.

https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-mac-software/00/25609

https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-windows-software/00/26175

ONLINE 2021

https://turbotax.intuit.com/personal-taxes/online/

And just so you know—online prices go up in March—Pay your fee before then to lock in the discount

**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.**

ml1112

Level 2

how can i down load turbo tax 2021