@dgraham1956 wrote:
Agree. This is bad customer support. Should be a way to upgrade to this product - especially if I've already basically completed my return on the retail version and have come across something that needs expert advise.
The programs are designed for different user experiences. The desktop version is designed more for do-it-yourselfers. The Live expert option and screen sharing are not integrated into the desktop version. If you want to change to the Online experience (including Turbotax Live), you can use the satisfaction guarantee to get a refund of the price you paid for the desktop software.
https://ttlc.intuit.com/community/charges-and-fees/help/our-turbotax-satisfaction-guaranteed-refund-...
The satisfaction guarantee policy is officially limited to 60 days. but since you are asking to upgrade from a $40 service to a $160 service, I suspect customer support could work something out if you called them.
https://support.turbotax.intuit.com/contact/
