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Level 2
posted Jan 29, 2025 12:41:43 PM

Turbotax Assist Question

1.     I started TT2024 Assist. I have used TTPremier for years and have previous years ' data on file. Assist seems to ignore this and is requiring me to re-enter data that could be uploaded. I have considerable stock trading entries, will this be uploaded from my financial institutions as before?

 

2.     Thinking I should go back to TTPremier. How do I get out of Assist?

0 3 524
1 Best answer
Expert Alumni
Feb 5, 2025 11:23:23 AM

For this, you would need to talk to a specialist.  See the link below for information on how to get in contact with someone that could help you:

 

What's the TurboTax phone number?

@pdb430 

 

3 Replies
Expert Alumni
Feb 3, 2025 1:03:40 PM

When you started your return did you elect to transfer your information from 2023 into 2024?

 

If you want to downgrade, this FAQ will tell you how: How do I downgrade to a different TurboTax Online product?

Level 2
Feb 3, 2025 6:03:54 PM

I want to cancel online product and buy Desktop

Expert Alumni
Feb 5, 2025 11:23:23 AM

For this, you would need to talk to a specialist.  See the link below for information on how to get in contact with someone that could help you:

 

What's the TurboTax phone number?

@pdb430