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Level 2
posted Mar 22, 2022 11:29:39 AM

Can I switch to desktop version after paying for online version

I paid for Turbotax Premier Online prior to filing because I mistakenly thought that I'd be able to see and edit forms after paying. Now I find out that this is only available with the desktop version. With online, I can only view the forms, not edit. I know that you can transfer an in-progress online return to the desktop version, but can I apply the amount I paid for the online version to the desktop version?

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4 Replies
Intuit Alumni
Mar 22, 2022 12:51:58 PM

To help get you connected to the right person for assistance, Please visit the link below for Customer Support.

 

How do I contact TurboTax?

Level 2
Mar 22, 2022 1:56:41 PM

Thanks for the contact info, but that only takes me to a phone robot, who directed me to a refund request form. I have requested a refund, because I haven't been able to find any other options.

What I'd really like to do is just clear the stupid return and start over. Now I have to wait 7 days for someone to review this request, and there's no guarantee that there's a refund coming. I know you can see that I haven't filed my return, because the robot said so. So why can't I clear my return? Or why isn't there a human somewhere who would allow me to switch to the desktop version? I can't submit this tax return as is, because Form 1116 is missing. 

Intuit Alumni
Mar 22, 2022 2:51:49 PM

Thank you for letting me know. Please visit this Help Article for information on how to clear and start over. Below is a Help Article with information on how to switch from TurboTax Online to TurboTax CD/Download. Please contact TurboTax Customer Support and select the option to speak with an agent to discuss your experience and request a refund.

 

 

How do I switch from TurboTax Online to TurboTax CD/Download?

Level 15
Mar 22, 2022 3:02:47 PM

@mdcbk 

you have to contact TurboTax support, not for a refund, but for a download of the desktop program.

Since you already paid, they will give it to you.

 

Generally, you don't need to edit/update  the Forms directly and doing so can lead to an incorrect tax return.

 

Generally, the desktop program is a better experience than TurboTax Online except for investments.