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Level 1

Question

Upgrade from Freedom Edition

Forum|Forum|8 years ago
April 17, 2018
6 replies
0 views

All our information is entered after following the start here button, and we're prompted to upgrade: "Choose TaxFreedom.com to select a TurboTax Value Added Offer to best support your tax situation. After you sign in with a new product, we’ll transfer all your information and you can continue your return right where you left off. "

Any place we log in to turbo tax, it just brings us back to the freedom edition and prompts us yet again to go choose a value added offer. What selections should we make that allow us to upgrade the product and have information transferred as promised?

Other

SuziM

Level 10

Hi jlw,

Here are the steps to upgrade your account:

You can upgrade or switch to a higher version of TurboTax after you've started your 2017 return.

Select Upgrade in the menu. (If you don’t see this menu on the left, select Take me to my return to get to it or try the menu icon in the upper-left corner if your screen/window is too small.)
Then, select the version you'd like to upgrade to.
Before you can print or e-file, we'll prompt you to enter your payment information. You can also prepay at any time by doing this:
1. Go to File in the left-hand menu and continue until you get to Review your order, then select Start or Revisit.
2. Keep going until you see How would you like to pay for TurboTax? On that screen, select Pay with your credit card.
3. Enter your credit card information and then select Pay Now.
4. Sign out and then sign back in to access your prior-year return or other upgrade features.

I hope this helps!

asdifj

Level 2

There's no Upgrade button. I saw another answer to "clear & start over" and I did that. Then I filled out my "My Info" again, but there's still no Upgrade button.

navygatr1

Level 2

I guess 4 months later, they haven't fixed this. Wish I had known this sooner!

mrphototx

Level 2

So after spending an hour on the phone with Donnet from Tech Support, after waiting 5 hours for them to call me back, I was informed "...there is not a way to upgrade from Freedom Edition". Their solution is to create a NEW Turbotax account and REDO my taxes in it's entirety!! According to Intuit, there is not a way to migrate the data to the correct software that I need, which is the Self-Employed version, nor is there a way to upgrade from the Freedom Edition, only from the FREE edition. How asinine is that?! Intuit claims the IRS mandated the Freedom Edition to be a separate website from all of their other online softwares, but when I selected the software I needed at turbotax.intuit.com, and clicked on the "Start for Free" button like I have in the prior 7 years, it took me to the Freedom Edition. Not realizing I would be LOCKED into the Freedom Edition FOREVER, AND knowing in the years past that I paid for the software version I needed to e-File at the END. I had no way of knowing I was headed in a direction that non-reversible nor that it prevent me from e-Filing. Now Intuit tells me from this day forward, I will be LOCKED into the Freedom Edition and the ONLY way out is to create new account. I've used TurboTax since 2011 and NEVER had this problem!! I will be contacting the IRS tomorrow to inform of them that the Freedom Edition is NOT a separate website as mandated and that because of this, my taxes are LOCKED inside it! I'm supposed to be getting a call back from a Turbotax supervisor, but I'm not holding my breath! GOODBYE TURBOTAX! I WON'T BE USING YOU AGAIN!

NMBob

Level 2

maybe this will work , or maybe not, to help some folks. Found it somewhere else. So maybe you can save the freedom file. Then get the deluxe/premier etc and start with opening the file.

You can save your 2018 online return anytime as a .tax file, for example if you need to switch your preparation method from online to the TurboTax CD/Download software.

Sign in and select Take me to my return if you're not already in your return.
SelectTax Tools > Tools from the menu on the left (on mobile devices, tap in the upper-left corner to open the menu).
In the Tools Center pop-up, select Save your 2018 return to your computer.
The file will download with the name taxReturn.tax2018.
(Optional) Locate the downloaded file and change the default filename to something more recognizable, for example JohnDoeTaxReturn.tax2018 (just make sure you don't change the filename extension to the right of the dot).

Your online return has now been saved in a format can be opened in the TurboTax software.

shragae

Level 2

You've been very nice and tried your best to be helpful. This isn't your fault, and I appreciate your efforts.

lostartefilms

Level 2

Hello fellow tax-payers,

Let's all agree that Turbotax won't be solving this issue, that their customer support while polite is insufficient (they were literally learning about their system while trying to help and ultimately offered to "clear the cache" which didn't work, and to start all over - Unacceptable) and that all criticisms listed below are rightfully correct. Because they are. Turbotax peeps, you gotta do something about this.

Here's what I did:

1. Go to your Free version. Go to your returns, tools and download your taxes to your computer.

2. Now, go to https://turbotax.intuit.com/

3. Product & Pricing > CD / download product

4. Choose one

5. Log in

6. Pay, download and install

7. File, open tax return

8. Continue filing.

Took me a while to figure out but it worked for me. Good luck with your filing and to you turbotax, I'd appreciate a refund for the time wasted working a solution.

Steve DUB

Level 2

You actually can upgrade and import your information.

Log into Turbo Tax Free Edition / IRS Free File Edition.
Then open https://turbotax.intuit.com/personal-taxes/compare/online/
Click start for free on the product you are looking to use and you will see the following.

Welcome Back - We See You've Switched to TurboTax Deluxe

You were previously using IRS Free File Program delivered by TurboTax, an IRS sponsored product to prepare your taxes this year. Now you have chosen to change into TurboTax Deluxe, a commercial product.

Are you sure you want to leave the IRS Sponsored IRS Free File Program delivered by TurboTax and enter a commercial TurboTax product?

Yes, switch to TurboTax Deluxe

No, stay in IRS Free File Program delivered by TurboTax

Select switch to product and you should be good to go.

Blingit2000

Level 2

This is crap, wasted a few hours on the phone with people that know nothing and have got nowhere! about to just start over using tax slayer

BrandiLO

Level 14

@Blingit2000, I do not see any comments on this thread from you. Are you having the same issue as the original poster? Please let us know your specific issue and we will do our best to assist you.

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