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Upgrade Deluxe from Federal only to Federal and State

I just bought TurboTax 2024 Deluxe. It used to only have Federal & State together, but what I mistakenly purchased only has Federal. What a bummer! Is there a means to upgrade to Federal & State without having to pay $40 for the state alone? (I bought it from Sams Club online and they only have the download version. I tried to cancel and correct the order, but there was no option. I called to cancel within 20 minutes of the order, and the poor folks who answered the phone 34 minutes later said I was too late to cancel the order. Then a kind supervisor said she would step in and cancel the order, but then couldn't because in the meantime of waiting for her to complete the cancel, we received an email with the code. Now she says there's nothing she can do. Yes, a bit frustrating all around.)

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11 Replies

Upgrade Deluxe from Federal only to Federal and State

I don't work for TurboTax, but if that happened to me this is what I would do.  TurboTax has a 100% satisfaction guarantee for the desktop product (such as your download from Sam's) regardless of whether it was purchased directly from TurboTax or from an authorized retailer (of which Sam's is one.)    That policy allows one to ask for an unconditional refund within the first 60 days.    There is an online form to ask for the refund at the FAQ below.  There is a place in the form to describe your issue and to attach a file containing an image of your receipt.    Once you are sure you are getting the refund (not sure how long it takes), you can then buy the correct product.

 

FAQ:  How do I request a refund for my TurboTax product?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-p...

 

I believe it gives you a case number.   The FAQ also has a link to "Track my request" if you need to check on it later.

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Upgrade Deluxe from Federal only to Federal and State

Thanks for the great suggestion! I will give this a try and then post back here the results.

Upgrade Deluxe from Federal only to Federal and State

You're welcome.  Good luck.

Upgrade Deluxe from Federal only to Federal and State

I checked today and see this message:

 

Your Refund status is {refundStatusType}.: Complete
Decision: Approved

 

I'm not sure when the check will be arriving, but I appreciate your suggestion and happy that they approved the refund.

 

All the Best, Derek

Upgrade Deluxe from Federal only to Federal and State

Hi Derek,

I had the same problem.  My refund request also shows approved, but it doesn't give any details on how I will get it.

 

Did you ever receive the refund?

If so, by U.S. mail??

 

Thanks.

Upgrade Deluxe from Federal only to Federal and State

Hi, Yes, I did get the refund. Looks like I filed the claim on December 2nd and I deposited the check on December 13th. Nice and quick. I hope you have the same success. 

All the best,

Derek

Upgrade Deluxe from Federal only to Federal and State

Thanks Derek,

 

I just picked up my mail today and the check was there.

 

That was pretty fast.

Upgrade Deluxe from Federal only to Federal and State

Awesome! Congrats. Great that they make it easy.  Derek

Upgrade Deluxe from Federal only to Federal and State

Hi Derek,

 

I uninstalled the Federal only edition and attempted to install the Federal and State edition but it keeps installing the Federal only edition.

 

Did you have this problem?

MarilynG1
Employee Tax Expert

Upgrade Deluxe from Federal only to Federal and State

If you are installing the Federal and State version of TurboTax, you won't see the state program until you enter your personal info into your Federal return, as it doesn't yet know what state you need.  Then click on the State Taxes tab at the top.

 

Continue, and you should see 'Let's Work on your State Return'.  On the next page, you should see 'from the info you have entered, here's what we think your state tax situation looks like'.

 

Below that you should see the State that TurboTax thinks you should use,  Click on your State, and it will download the appropriate state program for you.

 

@Buckaroo53 

 

 

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Upgrade Deluxe from Federal only to Federal and State

No, I didn't have any problem like this. It does first install the Federal and then you need to install the State later.

I hope that helps,

Derek

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