Get your taxes done using TurboTax
Generally speaking, the only reason you might need a serial number is because you're unable to complete a purchase within the program. Maybe you accidentally purchased the wrong version and need to upgrade (i.e. you purchased Basic, but need Deluxe), maybe you need to purchase a second state, or maybe you're read to e-file your state return. When one of these things happens, you’ll see a "Let's Complete Your Purchase Online" screen. (see picture below)
When you click continue, if for any reason, you’re unable to complete the purchase on your own, and click on the “We can help you here” link (see picture below)…
… the next screen – “Purchase By Phone” gives you instructions on what to do next in order to get that confirmation number. You'll call customer service with the number provided in step 1 and provide the agent with the serial number provided in step 2. (see picture below)
The agent will then provide you with the confirmation number that you'll enter in the field below step 3. And ta-da! You're able to move forward.
