☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 23, 2023 12:58:56 PM

TurboTax Desktop Upgrade

I have the TurboTax Home & Business desktop version that I bought from Samsclub. After doing my own taxes I realized that I need to file taxes for an estate that I manage and need to upgrade to the business version. All the help videos say to just click the upgrade button but it does not exist in my desktop version. I just want to know how I upgrade my desktop version. 

0 1 1199
1 Best answer
Level 15
Feb 23, 2023 1:03:50 PM

You cannot "upgrade" from TurboTax Home & Business to TurboTax Business. 

 

In fact, you will need both Home & Business and TurboTax Business; one to prepare your individual income tax return and the other to prepare the 1041 for the estate.

 

In essence, you need to keep your copy of Home & Business and then buy a copy of TurboTax Business (which, I believe, is also sold by Sam's Club).

1 Replies
Level 15
Feb 23, 2023 1:03:50 PM

You cannot "upgrade" from TurboTax Home & Business to TurboTax Business. 

 

In fact, you will need both Home & Business and TurboTax Business; one to prepare your individual income tax return and the other to prepare the 1041 for the estate.

 

In essence, you need to keep your copy of Home & Business and then buy a copy of TurboTax Business (which, I believe, is also sold by Sam's Club).