topic I would like to change my account to the on-line version for 2019. How can I do that to keep from paying the 2019 CD option? in Get your taxes done using TurboTax

I would like to change my account to the on-line version for 2019. How can I do that to keep from paying the 2019 CD option?

jillfgregory — Mon, 12 Aug 2019 16:07:33 GMT

Re: I would like to change my account to the on-line version for 2019. How can I do that to keep from paying the 2019 CD option?

bluedeb — Mon, 12 Aug 2019 16:23:23 GMT

The Online version and the CD version are different software. You would have to pay for the Online version after you have finished your return & go to e-file or mail in your return. The Online versions saves your return to the TurboTax servers. You would have to download your Online return as a .tax which can only be opened with the TurboTax software, or download as a PDF file to open in Adobe Reader.

The CD software only saves your return on the computer you prepare it on. Your returns filed with the CD software cannot be uploaded to the Online version.

If you are having your software sent automatically, you can cancel your subscription.

How do I cancel my TurboTax Advantage subscription?

Removing all products in your account will cancel your TurboTax Advantage subscription. Here's how:

Sign in to your TurboTax Advantage account.
Select the TurboTax Advantage tab.
- If you don't see any products listed, you're in the wrong account. Use our Account Recovery tool to get a list of all your TurboTax accounts, then sign in under a different account.
On the following screen, select Remove Product for each product selected. Once they're all gone, you'll see Your subscription has been canceled.
(Optional) To remove your credit card information you can either:
- Select the My Account page link on the Your subscription has been canceled message or
- Select Update Personal Info to access screen where you can delete your credit card information.

Tip: If you missed the cancelation deadline for this year's TurboTax product, simply wait until you receive your CD or download, then submit an online refund request within 60 days of receiving your product.

How do I re-enroll?

To re-enroll, sign in with your existing login and select Sign Up Now. Do this by November 4 if you want to pre-order the 2018 tax year product.

After November 4, only 2018 products will be available in TurboTax Advantage, but you can buy 2017 TurboTax products from TurboTax.com, popular retail and electronics stores (Costco, Best Buy, etc.), and online stores such as Amazon.

Re: I would like to change my account to the on-line version for 2019. How can I do that to keep from paying the 2019 CD option?

VolvoGirl — Mon, 12 Aug 2019 16:12:59 GMT

Are you on the auto renew Advantage plan? How to cancel

https://ttlc.intuit.com/community/downgrading/help/how-do-i-cancel-my-turbotax-advantage-subscription/00/25548

Then next year you will need to have the .tax2018 file on your computer to transfer into 2019 online. Post back next year if you need help transferring it.

FYI -

If you used the Desktop program you may not like the online version. It has less features and no Forms Mode. You can only do 1 return. Your return is only saved online so be sure to save both the .tax2018 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.

Re: I would like to change my CD/download subscription for 2016 to CD/download subscription for 2017?

Marigold — Fri, 13 Mar 2020 08:16:16 GMT

I selected the wrong year for the CD/download subscription. I need 2017 not 2016

Re: I would like to change my CD/download subscription for 2016 to CD/download subscription for 2...

DaraLO — Fri, 13 Mar 2020 15:17:43 GMT

@Marigold You will need to contact our phone support team so they can check and see if you qualify for a refund. Refer to the following TurboTax FAQ for the contact number: What is the TurboTax phone number? - Community