upgrading from desktop to Live

[rootsmusic]

If I purchase the desktop version of TurboTax Business, can I upgrade later to Live Assisted Business?  If yes, how?  Thanks.

[DoninGA · Accepted solution]

There is not an upgrade to the Full Service Business online program from the TurboTax Business Edition software on your personal computer.

The Full Service Business online is a separate TurboTax program - https://turbotax.intuit.com/personal-taxes/online/live/full-service/business-taxes/

If you decided to use the Full Service Business you can either keep the Business Edition you paid for or you can request a refund.

Go to this TurboTax website to request a refund for the software purchased from TurboTax - https://support.turbotax.intuit.com/forms/refund-request.jsp
Use this TurboTax website to check your orders and payments -
https://turbotax.intuit.com/personal-taxes/cd-download/order-status/

[rootsmusic]

Thanks @DoninGA, the link to request a refund didn't load any form.  I'd like to purchase the desktop version and try it first.  Do you know if refunds can apply to purchases that aren't directly from Intuit, if I have the retailer's receipt?

[DoninGA]

If you do not purchase the software from TurboTax then any refund would have to come from the retailer where purchased.