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If I just paid for Premium ($99) but now need the Live MAX version ($159) how do I get credit for what I've already paid?

After paying for premium and getting ready to file, on my return it shows Quarterly Estimated Taxes and I've never had those so need to ask someone.
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MindyB
Employee Tax Expert

If I just paid for Premium ($99) but now need the Live MAX version ($159) how do I get credit for what I've already paid?

If you would like a different product, you can choose to "upgrade" while logged into the return you already paid for. ‌You will only be charged the difference.  

 

Here's how to upgrade TurboTax Online (How do I upgrade to a different TurboTax Online product?)

 

"1. Open your tax return if you haven't already.
2. Select Switch Products from the left menu, then Upgrade.
3. Follow the onscreen instructions."

 

If you are wondering why you have estimates created in TurboTax, the system may have computed quarterly estimates for you based on information on your 2024 return. ‌You can make estimates if you underpaid to avoid penalties and interest for the 2025 tax year. See: Estimated Taxes: How to Determine What to Pay and When. You can make estimated payments at EFTPS.gov or via mail using Form 1040-ES

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