I need to upgrade to premier so I can enter crypto capital gains summary using Koinly, how do I do this after I started with basic plan?

[tom_104]

Koinly says you need the premium plan and there should be an option for "enter in a different way" because the built in turbotax method is way too simplistic. But I cant find any way to upgrade my plan.

[JamesG1]

In TurboTax Desktop, to upgrade:

1. Select Help in the upper left hand corner of the screen.
2. Then select Upgrade TurboTax.

In TurboTax Desktop, you will follow these steps: 

1. Select Federal Taxes across the top of the screen.
2. Select Wages & Income across the top of the screen.
3. Select I'll choose what I work on.
4. Scroll down to Investment Income.
5. Click to the right of Stocks, Mutual Funds, Bonds, Other.
6. At the screen Let’s finish pulling in your investment income, select Add investments.
7. You may import at the screen Let Us Enter Your Bank and Brokerage Tax Documents, or select Skip Import.
8. At the screen OK, let’s start with one investment type, select Cryptocurrency and select Continue.

In TurboTax Online, you may 

1. Select Switch Products in the lower left hand corner of the screen.
2. Select Upgrade.

In TurboTax Online, you will follow these steps:

1. Down the left side of the screen, click Federal.
2. Down the left side of the screen, click Wages & Income.
3. Click the down arrow to the right of Investments and Savings.
4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
5. Click Add investments.
6. On the Let's import your tax info screen, select Enter a different way.
7. On the OK, let's start with one investment type screen, select Cryptocurrency, then Continue.