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How do i switch from free file to the paid version of TurboTax. it is saying I no longer qualify and is not letting me procced after inputting most of my information.

I stumbled upon something that gave me the option.  I wish I could remember what, but it just happened.  Almost, as if, by magic.

How do i switch from free file to the paid version of TurboTax. it is saying I no longer qualify and is not letting me procced after inputting most of my information.

The way to upgrade from Free File website to a paid version is listed several times in this thread.  

 

Last year one user posted this.  It works for 2020 too.....

I found this message thread because I was searching for an answer on how to do this.  I finally found it and wanted to post it in case others find it too.

 

1.  Go to https://turbotax.intuit.com/personal-taxes/compare/online/

2.  Click "help me choose"

3.  Select the options that apply to your situation

4.  Click "start for free" of whatever product you want to use when it gives you the suggestions

 

After that, it asked how I did my taxes last year.  I selected Turbo Tax, then it had me sign in.  Once I was signed in, it asked if I was sure I wanted to change to a commercial product and not use the free file program.  I selected yes, clicked ok, and I was back into the normal system and out of the free file system.

amyamy
New Member

How do i switch from free file to the paid version of TurboTax. it is saying I no longer qualify and is not letting me procced after inputting most of my information.

This ALMOST works. It will only let me switch to the most expensive live advice version.

How do i switch from free file to the paid version of TurboTax. it is saying I no longer qualify and is not letting me procced after inputting most of my information.


@ amyamy wrote:

This ALMOST works. It will only let me switch to the most expensive live advice version.


 I'm not sure exactly what you were responding to, but did you follow the full steps that I've outlined lower down in this posting?  Some of these old very long threads cluttered with multiple users have old outdated info in them.

 

  It may be moot now if you are already in another paid product.   If you ended up in the wrong paid edition, you can remove the Live feature.  We can tell you how to remove the Live portion.

FAQ:  How do I remove TurboTax Live?

https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-turbotax-live/01/27312

And/or if you are in a higher edition than you wanted, you may be able to downgrade to a lower edition, but you would have to clear your return and start over to do that.

 

If you're already back in a paid edition, the steps below won't help you now, but may help someone else, so I'll go ahead and list them.   I had posted them higher up in this thread, but you may not have read the whole thread..  Many users in multiple threads on this issue have followed these steps and returned to a regular Online paid edition of their choice, or even returned to regular Free Edition, in the same account without starting over.

 

If you've been using TurboTax IRS Free File Program at its special website to prepare your 2020 return and don't qualify, and now want to go back to a paid edition of TurboTax at the Online TurboTax website to finish and file your return in the same account without starting over, here's how:

 

  • First log out of all Intuit accounts, including this forum.
  • Delete your browser Internet cache and any Intuit-related cookies. 
    (or instead of doing that, you can try using a private window (aka private browsing/incognito mode.)
  • Close your browser and reopen it (either after Intuit cookies and cache were cleaned as above, or in a private window.)
  • Go to this specific page:   https://turbotax.intuit.com/personal-taxes/compare/online/
  • IMPORTANT:  When you arrive there, do NOT sign in yet.
  • Choose the product you want like you hadn't even started a return before, and click on "Start for Free".
  • It will ask how you did your taxes last year.  Say "TurboTax", and then it will ask you to sign in.
  • When you log in, and try to proceed with your selected product, it should recognize that you had recently been using the IRS Free File Program and should ask you if you want to switch to a TurboTax commercial product and not use the IRS Free File Program anymore.   Say "yes".
  • Hopefully, that will put you back in regular Online TurboTax in the same account while keeping your originally-entered info.

How do i switch from free file to the paid version of TurboTax. it is saying I no longer qualify and is not letting me procced after inputting most of my information.

https://turbotax.intuit.com/personal-taxes/compare/online/

 
 

 Using above link and changing the addition you will upgrade absolutely worked for me! Thanks a million  for reposting this! 

How do i switch from free file to the paid version of TurboTax. it is saying I no longer qualify and is not letting me procced after inputting most of my information.


@vflamm wrote:

https://turbotax.intuit.com/personal-taxes/compare/online/

 
 

 Using above link and changing the edition you will upgrade absolutely worked for me! Thanks a million  for reposting this!  

@ mesquitebean


You're welcome.  I'm glad the steps worked for you.  Good luck.

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