TurboTax FAQ
TurboTax FAQ
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How do I upgrade my TurboTax for Windows software?

If your tax situation warrants it (for example, if you enter a stock sale or K-1 while using Basic), we'll prompt you to upgrade.

You can also initiate an upgrade any time before filing:

  1. Open (continue) your return in the TurboTax software.
  2. Select Upgrade TurboTax, which you'll find along the very bottom of your screen. Look for the up arrow.
  3. In the new window, select the version you'd like to upgrade to and select Upgrade Now. (Or No Thanks to abort the upgrade.)
  4. Follow the onscreen instructions to purchase the upgrade.
  5. When finished, continue working on your return. You don't have to go back to the beginning.

Upgrading is a one-way street. Once you've upgraded, you can't go back to the version you originally purchased.