How do I upgrade to PLUS to access my previous years tax return? Then how do I cancel?

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TurboTax Free Edition Online

VolvoGirl

Level 15

Cancel? You just don't finish or file 2018. You can't cancel Plus after you pay for it.

You have to sign onto the 2018 account using the exact same User ID you used to create the prior year online tax return. Enter your personal information in the 2018 Free edition. The program will ask if you want the Plus Upgrade. Select the Plus Upgrade.

To pay the TurboTax online account fees by credit card so you can access your prior year online tax returns, click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. On the next page, to pay by credit card, click Pay Now. On the next screen just click on the Continue button. The next screen will show a review of your Fees, click on Continue. Complete the next screen to pay by credit card and click Continue.

mesquitebean

Level 15

Was your 2017 return prepared with Online TurboTax? If so, log in to your account and look in the section "Your Tax Returns & Documents." Choose tax year 2017, and look for a link to download/print the PDF. Do you find evidence of your return there OK, but when you try to download, does it ask you to pay? If it was prepared in Free Edition last year, access will be locked. If that's your situation, we can tell you how to pay to unlock your 2017 return. The method to unlock it depends on what all you have done with your 2018 return. The minimum to unlock is a 2018 Free Edition return upgraded to PLUS for 19.99.

What is the story on your 2018 online return? Please answer all questions below:

Have you already filed a 2018 return in Online TurboTax, or have you started one and it is still in preparation? Or did you file elsewhere?
Was the 2018 return started/prepared in Free Edition?
Is the 2018 return in the SAME account as the 2017 online return?

We can tell you all the steps to pay to unlock a return once you answer all the questions above.

You also asked "Then how do I cancel?"

I'll have to guess a bit on what you are asking. Are you asking what to do after starting and paying for an upgraded 2018 online return if you don't want to finish it? You aren't required to actually prepare and finish it. It's the paying in advance that unlocks the prior returns. After paying, if you don't want the return, you won't be able to clear/delete the return, but you can manually remove entries if you wish or just abandon it if you don't want it.

There's also a free option if a return transcript will suit your purpose. You may be able to immediately download one at the IRS website if you qualify to open an IRS account there. Otherwise, to order a transcript to come by postal mail takes 5-10 calendar days.
http://www.irs.gov/Individuals/Get-Transcript

PulkitAneja

Level 2

I want to access prior year (2018) documents, but I cannot access them. Can you provide me the way how can I access those documents?
All I see in the tab of Documents is a link to enroll for PLUS.

mesquitebean

Level 15

@ PulkitAneja wrote:
I want to access prior year (2018) documents, but I cannot access them. Can you provide me the way how can I access those documents?
All I see in the tab of Documents is a link to enroll for PLUS.

This is an old thread from last year. There was a change this year. You shouldn't have to upgrade to PLUS or pay a fee to get a prior-year return. Don't use the Documents tab. Instead, try this other place to look that I describe below.

I assume your 2018 return was prepared in Online TurboTax. If it was prepared in desktop software, it will not be in an online account.

Log in, and at the Tax Home scroll way down near the bottom of the page to the section "Your Tax Returns & Documents". Expand that section and choose tax year 2018. Then choose the link to download/print the PDF. Can you get it there?

I just tested it in Free Edition and don't have any problem getting it in that section without upgrading to PLUS.

If you see no evidence of the 2018 return in that section, then you likely have more than one account, and we can tell you how to look for multiple accounts to find the 2018 return.