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Upgrade to Turbo Tax Online Self Employed

My computer no longer meets system requirements for Mac for turbotax deluxe download so I thought about upgrading to turbotax mac online self employed.  Right now I have the download version for turbo tax deluxe which I have the dmg file but have not installed it yet on a computer.  I have a small part time business as well as dividend, interest income, schedule k, foreign tax credit, schedule e, royalties etc.  My return has a lot of entries from several brokerage houses.  How do I upgrade to turbo tax online self employed?  Does the turbo tax online self employed use the interview process?   I am used to using the forms method but my old mac no longer supports the software.  I am still decided whether or not to spring for a new computer.  Thanks for any advice,

Richard P. Gunion 

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Upgrade to Turbo Tax Online Self Employed

Online is different than the Desktop program and has less features and no Forms Mode.  And you might have to upgrade to a higher version to enter something.  In the Online version you can only do 1 return.  

 

To use the Online version you would have to start over in a new online return and pay for Online separate from the Desktop program.  Then try to get a refund for the Desktop program.  

 

Start an Online return here when they open probably in December 

https://turbotax.intuit.com/personal-taxes/online/

 

You can transfer from 2021 on your computer into the Online version.  If you used the Desktop program last year here’s How to transfer into the Online version, expand the 3rd blue link if you used the CD/download last year........

https://ttlc.intuit.com/questions/1900883-how-do-i-transfer-last-year-s-return-in-turbotax-online

 

If you used the Desktop program before you may not like the online version.  It has less features and no Forms Mode.  All the Online versions do not have the same forms so you may need to upgrade to a higher version.  You can only do 1 return.  Your return is only saved online so be sure to save both the .tax2022 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.

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