Investor360 and turbotax

[eastforum]

I bought TurboTax Deluxe after reading "Investor360 Clicks with TurboTax Users" from Investor360 website.  The instructions clearly show how to import financial data using the Deluxe version. Now I see in small print on Investor360 Help that "The Premier or Home & Business version of TurboTax is compatible with NFS. Free Federal and Deluxe versions are not compatible."  I don't know who is responsible for this small print contradiction but I have NFS (National Financial Services) financial data to import and apparently the wrong TurboTax version.  I have not installed the CD software yet.  If I am unable to exchange this at the store, can I upgrade to Premier?  If so, what is the upgrade cost?  I don't want to find this out after I install the product.

[JackRafter · Accepted solution]

There is an option to upgrade within the Deluxe desktop version of TurboTax. The cost of upgrading is 30 dollars.