topic Tax Year Prior to 2020: How do I upgrade to PLUS? in Get your taxes done using TurboTax

Tax Year Prior to 2020: How do I upgrade to PLUS?

droussel32 — Tue, 23 May 2023 21:56:42 GMT

Please view the instructions below for more details on ho...

AkinaLO — Fri, 07 Jun 2019 23:46:30 GMT

Please view the instructions below for more details on how to upgrade to PLUS.

If you have already filed your 2018 tax return using the Free Edition without PLUS, then you need to upgrade to PLUS and pay first to access your prior year return. Please follow the instructions below:

Login to TurboTax.com
On the Tax Home screen click "show" to see all your tax returns & documents.
Under 2018 click on "Add a State." (We are not actually adding a state, but need to get back to the page to upgrade to PLUS.)
Click "upgrade" on from the left menu. (If it is greyed out, you already upgraded and can close out of there.)
Now, click on "Tax Tools" from the left menu.
Click "Print Center."
Select "Print This year's Return." (Not Prior year's return or you will get knocked out of the return.)
Click "Pay Now" to pay for PLUS to access the prior year's return.

If you have not already filed your 2018 tax return, please click on the link below for more instructions.

This one will help you upgrade if you haven't started your 2018 return yet. https://ttlc.intuit.com/questions/3402466

This one will help if you started your return but haven't filed it yet. https://ttlc.intuit.com/questions/3402464

Re: How do I upgrade to PLUS?

Jillianwinter — Mon, 04 Nov 2019 19:21:35 GMT

I do not have an option to add a state, it says changes can not be made past October 15th. I tried calling support but I have to upgrade to Plus to speak with a representative... about upgrading to Plus. Please help, this is time sensitive for a loan application.

Re: How do I upgrade to PLUS?

DoninGA — Mon, 04 Nov 2019 20:32:48 GMT

@Jillianwinter wrote:

I do not have an option to add a state, it says changes can not be made past October 15th. I tried calling support but I have to upgrade to Plus to speak with a representative... about upgrading to Plus. Please help, this is time sensitive for a loan application.

You will not be able to upgrade to the Plus edition for tax year 2018 since the TurboTax online editions for 2018 have closed to make way for the 2019 online editions. Once the 2019 online editions become available in December, at that time you can start a 2019 return and upgrade to Plus.

You can also get free transcripts of your federal return from the IRS - http://www.irs.gov/Individuals/Get-Transcript

Or contact TurboTax support during business hours and see if there are any other options available for accessing a prior year online tax return.

Support is open from 5am to 5pm Pacific time, Monday thru Friday

Use this website to contact TurboTax support during business hours - https://support.turbotax.intuit.com/contact/
Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Re: How do I upgrade to PLUS?

nockee — Tue, 03 Dec 2019 03:46:15 GMT

this system is a heinous joke. We paid you to do our taxes. Two years later, you grift us to purchase some bogus UPGRADE, that is insult to injury because the process to "upgrade" is such a joke it can't be figured out. How many SW engineers do you have there? Your horrible.

Re: How do I upgrade to PLUS?

xmasbaby0 — Tue, 03 Dec 2019 03:56:57 GMT

@nockee In a couple of days when online software for 2019 opens, you will also be able to get PLUS in order to access old returns. Online opens on December 4. PLUS has been unavailable during the transition from 2018 to 2019.

To avoid the problem you are having--every year before mid-October--print yourself a copy of your tax return, save it as a tax file and as a pdf. Then you can get to it anytime you need it.

Re: How do I upgrade to PLUS?

nockee — Thu, 05 Dec 2019 17:22:12 GMT

Is plus available to "upgrade" for just so I can download one tax form?

Re: How do I upgrade to PLUS?

DoninGA — Thu, 05 Dec 2019 18:01:20 GMT

@nockee wrote:

Is plus available to "upgrade" for just so I can download one tax form?

The 2019 online editions are available so you can start a 2019 tax return using the Free edition then upgrade and pay for Plus so that you can access the prior year online tax returns - https://turbotax.intuit.com/personal-taxes/online/

Select Upgrade in the left-hand menu. (If you can't see it, select the menu icon in the upper-left corner, and/or select Take me to my return if you're not in your return yet.).
In the new window, select PLUS, then select Upgrade Now (if PLUS is grayed-out, skip this step).
Now you're ready to pay. On the left side, select File.
Keep going until you reach the Just a few steps left... screen. On this screen, select Start next to Step 1: Review your order and follow the screens to pay with your credit card (don't pay with your refund if you see that option).
After you've paid, select Tax Home on the left side. This will take you to You're doing great. Keep going!
Select Show next to Your tax returns documents to expand the prior-year list and then select Download/print return (PDF) for the tax year you want.

Re: How do I upgrade to PLUS?

VictorW9 — Wed, 19 Feb 2020 21:55:55 GMT

TurbTax plus allows you to transfer and import your tax return from previous year. Here's how to get it: How do I purchase TurboTax Plus