topic I need my 2017 tax return but it keeps saying I need to upgrade my account but can't find out how to do it. in Get your taxes done using TurboTax

I need my 2017 tax return but it keeps saying I need to upgrade my account but can't find out how to do it.

davidsams1228 — Thu, 26 Sep 2019 03:50:20 GMT

Re: I need my 2017 tax return but it keeps saying I need to upgrade my account but can't find out how to do it.

mesquitebean — Thu, 26 Sep 2019 04:08:19 GMT

We can tell you all the steps to upgrade and pay.

Do you find evidence of your online 2017 return 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.

If you find the 2017 return, but access is locked, please answer all of the following:

What is the story on your 2018 return--have you already filed a 2018 return in Online TurboTax, or is one still in preparation? Or did you file elsewhere?
Was the 2018 return prepared in Free Edition?
Is the 2018 return in the SAME account as the 2017 online return?

We can tell you how to upgrade to PLUS and pay the 19.99 to unlock a return once you answer all 3 questions above.

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

Re: I need my 2017 tax return but it keeps saying I need to upgrade my account but can't find out how to do it.

davidsams1228 — Thu, 26 Sep 2019 04:58:14 GMT

I upgraded to plus and still when I click to download 2017 tax return it says I still have to pay. I checked my bank website and the payment went through.

Re: I need my 2017 tax return but it keeps saying I need to upgrade my account but can't find out how to do it.

mesquitebean — Thu, 26 Sep 2019 05:08:02 GMT

@ davidsams1228 wrote:

I upgraded to plus and still when I click to download 2017 tax return it says I still have to pay. I checked my bank website and the payment went through.

If you paid by credit or debit card, and your payment of 19.99 for PLUS did go through, are the 2017 and 2018 returns in the SAME account? (they must be for this to work)

If they are in the same account, then that completed payment should have automatically unlocked the 2017 return. Try this: Log out of all Intuit accounts including this forum. Clear your browser Internet cache and delete any Intuit-related cookies. Close the browser and reopen it.

Then log in and at the Tax Home scroll down to "Your Tax Returns & Documents". Expand that section and choose tax year 2017, and then the link "Download/print the PDF." Are you able to get it, or does it still ask you to pay?