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Level 2
April 7, 2023
Question

upgrading from desktop to Live

  • April 7, 2023
  • 3 replies
  • 24 views

I bought TurboTax  from Costco and started preparing the tax. Now I am thinking of using LiveAssisted. How can I get the refund for my desktop version? Costco will not give refund since it is already activated.  Also live assisted, how many filings can I use? Is it for each? I have 2 fed and 2 state(CA). 

    3 replies

    Level 15
    April 7, 2023

    With online TurboTax you get ONE return per fee---very unlike the CD/download with which you can prepare and e-file up to five federal and state returns.  And....you pay separately for federal and state.   So---if you have more than one return to prepare---you might want to re-consider switching to online.  We can answer a lot of questions here in the user forum.

     

    Here is a link to the fees for using online Live:

     

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

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    Level 14
    April 8, 2023

    TurboTax Live includes help from a tax expert when you need it, and the option for a final review of your return. There are two ways to add these benefits. Please see the Help Article here for assistance.

     

    @VSN7 

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    VSN7Author
    Level 2
    April 10, 2023

    Thanks I'll keep the desktop version.