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New Member
posted Feb 20, 2024 4:59:26 PM

How do I change the version of turbo tax I am using?

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14 Replies
Moderator
Feb 20, 2024 5:08:57 PM

Are you using TurboTax Desktop or TurboTax Online? Do you want to upgrade or downgrade?

New Member
Feb 20, 2024 5:58:52 PM

I’m using the online version for my daughter under 19, it was free and is now charging $15 and I want to downgrade. It is a super easy return, I don’t need any help.

Moderator
Feb 20, 2024 6:08:15 PM

Unfortunately, once you have upgraded or added features to your TurboTax return, there is no way to downgrade or remove the extra features. You would need to create a new return to go back to the original product. 

 

To start a new return, select “Start a New Return” from under “My Returns” in the top left corner. Once you have started your new return, you can select “View All Returns” from under “My Accounts & Returns”. Then delete the unwanted return by clicking the small Trash Can next to it or “Delete” under the return’s name.

New Member
Jan 24, 2025 3:44:16 PM

I purchased the online deluxe version thinking it was the downloadable  version. I have have not installed the user key yet. How can I change it. 

Moderator
Jan 24, 2025 4:06:15 PM

@Nancywagg The codes for TurboTax Online will not work with TurboTax Desktop & vice-versa. If you bought the wrong version, you can get a refund and then buy the one you need.

If you bought TurboTax from a retailer (ex: Costco, Staples, Walmart, etc), please use this form to get a refund

 

Make sure you add a clear screenshot or picture of your receipt, showing the date of purchase, name of the store, software you bought and price paid.

 

Thank you for choosing TurboTax.

New Member
Feb 8, 2025 11:15:51 AM

I purchased Deluxe Online Version and did go so far as to transfer my personal info from 2023 to 2024.  Then I realized this was not the download version.  I do not feel comfortable with my sin number and birthdate, etc. on your company servers.  I actually wanted the Standard download version.  How can we fix this?  Can someone telephone me?

Moderator
Feb 8, 2025 11:48:48 AM

@smlb64 If you bought the wrong version, you can get a refund and then buy the one you need. If you bought TurboTax from a 3rd party retailer (ex: Costco, Staples, Walmart), please use this form to get a refund
 

Make sure you add a clear screenshot or picture of your receipt, showing the date of purchase, name of the store, software you bought and price paid.

 

Thank you for choosing TurboTax.

New Member
Mar 11, 2025 12:42:54 PM

I purchased basic Turbo tax software from Costco  but like to upgrade to online version at premier level. Is there a possibility to do so?

New Member
Mar 11, 2025 12:43:40 PM

I would like to upgrade from desk top version to online version

Moderator
Mar 13, 2025 7:50:34 AM

@shahidkhan69 The codes for TurboTax Desktop will not work with TurboTax Online & vice-versa. If you bought the wrong version, you can get a refund and then buy the one you need. 

 If you bought TurboTax Desktop from a 3rd party retailer (ex: Costco, Staples, Walmart), please use this form to get a refund 

 If you have purchased a wrong version of TurboTax you can submit an online Refund Request and purchase a correct version directly from TurboTax website.

 

 

New Member
Mar 29, 2025 3:55:46 PM

I used the online full service version last tax year for 2023 and I was trying to sign in and do it myself this year for the 2024 tax year but it will only go to the full service version.

Moderator
Mar 30, 2025 2:27:50 PM

@lundbreckfalls If you don't want to use Full Service this year, you'll need to start a new return, and click the "Create A Different Return" button. That will let you choose a different version of TurboTax Online to use.

 

 

 

New Member
Apr 14, 2025 10:03:18 AM

I changed to the Deluxe Online Edition from the Desktop Standard previously used (new computer too).

I cannot seem to find where to enter the activation code.  TurboTax wants me to select a payment method but I've already purchased it.

 

Moderator
Apr 14, 2025 10:25:52 AM

@GinaP53 Since tax year 2020, there is a difference between a License Code (for Desktop) and an Activation Code (for Online).

You cannot use the Online activation code for the Desktop version and vice versa.

 

If you have bought the wrong version, you can get a refund and then buy the one you need. by using this form to get a refund.

Make sure to add a clear photo of your receipt, showing the name of the store, the date, the product bought, and the price paid. 

 

Thank you for choosing TurboTax.