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dinerlee
Level 2
June 7, 2019
Solved

Can we upgrade to Premier when we have already ordered and received the Deluxe CD?

  • June 7, 2019
  • 43 replies
  • 301 views
No text available
Best answer by DoninGA

You can upgrade the Deluxe desktop edition if needed but there is no requirement to since every desktop edition has all the same forms, schedules and worksheets.

With the Deluxe desktop edition opened and a tax return started, click on the link Upgrade TurboTax in the lower right corner of the program screen.

43 replies

M
mtjernlund
Level 2
June 7, 2019
Thanks @DoninGA - Do you or anyone know if this the same for 2018 version?  I'm not seeing it yet.
M
mtjernlund
Level 2
June 7, 2019
(I'm using the Desktop via download)
DoninGA
Level 15
DoninGALevel 15
Level 15
June 7, 2019
It is the same with the 2018 desktop editions
M
mtjernlund
Level 2
June 7, 2019
Thank you!
DoninGA
Level 15
DoninGALevel 15Answer
Level 15
June 7, 2019

You can upgrade the Deluxe desktop edition if needed but there is no requirement to since every desktop edition has all the same forms, schedules and worksheets.

With the Deluxe desktop edition opened and a tax return started, click on the link Upgrade TurboTax in the lower right corner of the program screen.

    D
    dinerleeAuthor
    Level 2
    June 7, 2019
    We sold stocks and I did not know if the Deluxe version would walk us through the steps for reporting that income.
    B
    bernicemr
    Level 2
    March 14, 2021

    Can deluxe version be used if stocks were sold and a conversion to a Roth was made?

    R
    RockFox
    Level 2
    December 2, 2019

    I bought the Deluxe CD which includes 5 Federal e-files.  I have installed it and there is an upgrade option to Premier for $30.  Will the $30 upgrade all 5 Federal returns to Premier?

      Critter
      Critter
      Level 15
      December 2, 2019

        Will the $30 upgrade all 5 Federal returns to Premier?  Yes ... all returns completed with the Premier version will be the same. 

       

      But the real question is WHY do you need/want to upgrade the program.   The CD Deluxe version can handle ALL tax forms and ALL tax situations just the same as the higher priced version.  So unless you need extra guidance in the investment or rental section there is no reason to upgrade to a higher version.   It is like buying a car ... the chevy and cadillac will both get you where you need to go but they simply look different.  

        R
        RockFox
        Level 2
        December 2, 2019

        I bought Premier CD 2018 last year and it has a section to enter Investment Income (1099-B) info.

        I bought Deluxe CD 2019 this year and installed it.  I cannot find a section to enter Investment Income.  

        So that is why I am considering the $30 online upgrade to Premier.

         

        So the CD allows 5 federal returns.  The upgrade will upgrade the return I am working on.  What I want to know is if the other 4 returns will also be upgraded to Premier automatically?

        If not I will attempt to return the Deluxe package and purchase the Premier package.

        G
        gloria223
        Level 2
        March 17, 2020

        if do the upgrade now after i have used all my 5  tax returns on elfile =. would i get 5 more.

        VolvoGirl
        VolvoGirl
        Level 15
        March 17, 2020

        Sorry no.  That won't work.  5 efiles is an IRS limit.

        T
        Take999
        Level 2
        April 13, 2020

        I need schedule D which is only available in  Premier.  I've already installed and am using Deluxe

          S
          smlambert10
          Level 2
          September 9, 2021

          Can we talk live to agent

          X
          Level 15
          xmasbaby0Level 15
          Level 15
          September 9, 2021

          @smlambert10

          Phone support is not provided with the Free Edition.  If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there.  Otherwise, post your question here and someone will try to help.

           

          To call TurboTax customer support

          https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

          Customer support is available from 5 a.m. to 5 p.m. Pacific time Monday-Friday.

          **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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