Is there an option to go to free version to paid and transfer the information over without having to start all over again? i can not find the option to sign in on paid
Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
TurboTax has you covered during Covid. Get the latest second stimulus info here.
cancel
Showing results for 
Search instead for 
Did you mean: 
New Member

Is there an option to go to free version to paid and transfer the information over without having to start all over again? i can not find the option to sign in on paid

 
4 Replies
Level 15

Is there an option to go to free version to paid and transfer the information over without having to start all over again? i can not find the option to sign in on paid

I don't quite understand the question.

If you are in "regular" Turbotax, it is "free to start."  If your tax situation requires more complicated forms, you will be prompted to upgrade to a higher version.  All your information carries over.  If you then decide you want to downgrade to a cheaper version, the only way is to "clear and start over" from scratch.

If you are using the IRS Free File Alliance version, that is a separate web site and requires a separate user name and password.  The IRS does not allow Turbotax to automatically transfer you up to a paid version.  If you want to use a paid version you have to log off, lg on to "regular" Turbotax, and start from scratch.  And because the IRS free version is a separate web site, if you want to start over in that version, you have to log out of your regular account, make a new account on the Free site, and start from scratch.

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*
New Member

Is there an option to go to free version to paid and transfer the information over without having to start all over again? i can not find the option to sign in on paid

I cannot find the option to sign in on the current paid version to have the information i used on the free version to be transferred. so I am at the payment option on the free one but i cannot transfer over the information to the paid one. I do not see it
Level 15

Is there an option to go to free version to paid and transfer the information over without having to start all over again? i can not find the option to sign in on paid

You can upgrade from the regular Free Edition.  Do you see an upgrade button?
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1913284-how-do-i-upgrade-or-switch-to-a-higher-version-of-turbotax...>

Or if you are in the separate Free File website you can not upgrade but have to start over in regular Turbo Tax.  
Level 15

Is there an option to go to free version to paid and transfer the information over without having to start all over again? i can not find the option to sign in on paid

Or did you start or create another account in a paid version?  You can not merge or move accounts.
Dynamic Ads
v
Privacy Settings