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Level 2
posted Mar 1, 2022 1:42:33 PM

Turbotax is telling me i have to upgrade. Why? Nothing is different from last year and the lock symbol did not appear by any of the options i selected. I was hoping to downgrade from deluxe back to standard. TT wants me upgrade to Premier. Ugh

2 22 12053
22 Replies
Moderator
Mar 1, 2022 5:38:34 PM

There have been changes made to TurboTax Online. Please see these TurboTax FAQs for more information:

Why did I have to upgrade my TurboTax Online edition?

Who can file for free using TurboTax?

Level 2
Mar 1, 2022 5:43:15 PM

When I compare the Deluxe and Premier products, the comparison indicates that Deluxe will meet my needs.  I still don't get why I'm being told to upgrade to Premier.

Moderator
Mar 3, 2022 12:50:18 PM

Premier includes the ability to add investment income and expenses, and rental property income and expenses to your return. This includes things like bank interest, stocks, bonds, dividends, mutual funds, capital gains, etc...

 

If you are still not able to resolve this issue, please contact our phone support team at 1-888-829-8608.

Level 2
Mar 3, 2022 1:55:34 PM

I am using Turbotax Deluxe online which includes 8 returns. It is telling me I need to upgrade to the Premier online version due to reporting of capital gains.  I assume there will be an extra cost but I can't seem to determine what that extra cost will be. How can I find that out? Thanks

Level 2
Mar 3, 2022 4:47:48 PM

Thank you.  Since none of those apply to my situation, I will be calling support.

 

Level 2
Mar 3, 2022 4:51:39 PM

to MEL99

I would suggest you google the turbotax online products comparison to find the prices of each product.

Moderator
Mar 5, 2022 5:33:07 PM

@MEL99 If you have the TurboTax Deluxe 8 return package, then you have prepaid for 8 returns @ $19.99. So if you upgrade a return to Premier, you will only have to pay the difference of $15 (plus tax). If you upgrade a return that has both you and your spouse, then both of you will be upgraded.

Level 2
Mar 14, 2022 10:31:09 AM

So, here's the resolution:

TurboTax Support Phone line said that Turbo Tax has downgraded the Deluxe product by transferring T3 and T5's to Premier for the 2021 tax year. This means that anyone with T3s and T5s will have to pay an extra 75% cost to upgrade to Premier. Wow!  Way more than inflation increases. What is Turbotax thinking???????

 

In my case, I don't have T3s or T5s. So why was Turbotax requiring an upgrade?

 

It seems that since I did indeed have T3s and T5s a few years ago, they are linked to my account. Ugh!

 

I have already started my taxes, including carrying forward my info. I have two choices:

1. Accept the upgrade to Premier and the additional cost, which, by the way, commits me to using Premier going forward.

2. Start a new return inside my same account, using Deluxe, at the regular price.  This means inputting all sorts of info again. Ugh.

 

Either way, I feel this was a huge cash grab way above inflation - I call it PRICE GOUGING!

Level 2
Mar 26, 2022 9:18:57 AM

Just got off the phone with TurboTax Support.  They confirmed that they are charging more for the same services (example T3)  that used to be included in the basic (now called deluxe) version.    So yes, we have to upgrade to enter T3.

 

Would have been nice if these changes were explained before entering most of my income tax data.   This is called "bait and switch" in the sales business.  

Level 2
Mar 26, 2022 10:10:07 AM

Yes, pretty disappointing that's for sure. I will be looking at alternatives next year. 

Level 2
Mar 26, 2022 4:05:36 PM

Yup, bait and switch. Slimy unethical business practice. 

New Member
Feb 18, 2023 9:26:22 AM

This was driving me crazy as I couldn't see any "locked" items selected. Eventually it turned out that the checkbox for T5 under investment income was selected (copied from previous year), but this was not visible as the parent item "investment income" was unselected! So to undo this you have to select the checkbox for investment income, unselect the T5 (or whatever) and then deselect investment income again. It's almost as if they want to browbeat you into paying for a higher priced product you don't need ...

Level 2
Feb 23, 2023 9:48:30 AM

Am filling out my wife's return and TT is asking me to update because she is self-employed (I am using Premiere). She has been retired for 4 years. How can I remove that coding from her return?

Intuit Alumni
Feb 23, 2023 10:11:00 AM

When you transfer your past year return's information, it brings old information that may alert the software to upgrade. The only way to stop this is to not transfer and bring in the information manually for one year.

 

TurboTax is taking extra steps to ensure that Canadians have access to the features that will help them get the best tax outcome by broadening its product lineup and directing users to the version of TurboTax that aligns with their tax situation. We’ve expanded our lineup and tailored each version of TurboTax to address the complexity of various levels of filers. When you file with TurboTax, you will be directed to the version that best suits your needs based on complexity, to ensure you are getting the best possible tax outcome for the best value.

For more information please see our TurboTax FAQ Why did I have to upgrade my TurboTax Online edition?

Unfortunately, there is no way to downgrade a TurboTax product once it has been upgraded.  If you are using TurboTax Online, you’ll need to start a new return to change your 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.

Thank you for choosing TurboTax.

Level 1
Mar 1, 2023 11:35:54 AM

Please tell me why Turbo Tax is making me upgrade to Self Employment pkg when all I need is the premium for both my spouse and I.  

Level 2
Mar 1, 2023 1:44:02 PM

Honestly this seems like it should be basic functionality to have the taxpayer's status confirmed each year even if you are transferring from the prior year. Oh well.

Moderator
Mar 4, 2023 4:20:31 PM

@DRoerick 

If you've entered an amount from any of the boxes on the slips listed below, you have what the CRA says is self-employment or business income:

  • T4 slip: box 81, 82 or 83
  • T4A slip: box 20 or 48
  • T4A slip: box 28 and you selected Yes to the question Does the income declared in Box 028 consist of fees collected for services you provided? in TurboTax Online
  • T3 slip: box 24 (foreign business income)

If you entered an amount in any of these boxes, TurboTax will ask additional questions to report it as business income or to automatically add the info to Form T2125: Statement of Business Activities for you. You might be asked to enter your province of self-employment, business address, industry code, fiscal period, or to complete a self-employment statement.

 

Thank you for choosing TurboTax.

Level 1
Aug 27, 2023 2:24:23 PM

It defaulted it to nothing < Select >and asked me to upgrade.  TurboTax  assumed the default Select (choose and option) to YES!!! and made me pay up for the upgrade!!!

Level 2
Aug 27, 2023 2:43:05 PM

I have used Turbo Tax forever.   In 2022 I filed with "Wealthsimple Tax" and liked it.  Easy to navigate.  And it is free.   Checked with Turbo Tax and got the same answer.  https://www.wealthsimple.com/en-ca/tax

New Member
Mar 19, 2024 3:19:49 PM

I’m having the same issue and I did not enter any info and all those boxes are empty for my T-4. I don’t have T-4A??

says I have rental income which I don’t. I said no and did not check any boxes. Insisting I upgrade?? This is ridiculous I’m not upgrading to something I don’t need. 

Moderator
Mar 19, 2024 4:18:04 PM

Does it tell you that you need to upgrade on the next page- with a picture of a lock? Or is it asking if you'd like to upgrade to Assist & Review?

 

Thank you for choosing TurboTax.

Level 2
Mar 20, 2024 6:22:07 AM

I got tired of the push to upgrade.   So I tried the Wealthsimple online tax return and I like it better.  Also cost is free for the basic return.