Here's how to open an already-filed 2018 return in order to upgrade to PLUS. You've already confirmed that the prior returns are in the same account.
- Log in and at the Tax Home go to the section "Your Tax Returns & Documents". If necessary, 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, 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.
- Once you are in PLUS, then you 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.
NOTE: Remember all PDF tax documents and data
files are very sensitive files, since they contain your personal ID
info, financial data, and possibly bank account numbers, etc. Be sure
to store them safely and securely to guard against computer theft,
hacking, etc.
