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How do I upgrade to a different TurboTax CD/Download product?

SOLVEDby TurboTax29Updated July 30, 2022

Upgrading your TurboTax software is best done through the product itself. Before you begin, make sure your computer is connected to the internet. From there, follow the instructions provided to complete your upgrade.

After successful activation, the upgraded TurboTax product appears. To confirm the upgrade was successful, look at the TurboTax toolbar, where it says the name of the TurboTax product you upgraded to.

  1. Open TurboTax
  2. Select Help from the menu, then select Upgrade. The Getting More From TurboTax step appears
  3. Select Upgrade my version of TurboTax. The Upgrading is easy with TurboTax step appears
  4. Select Switch Now next to the TurboTax product you want to upgrade to. The Before entering your billing information, would you like to sign in? pop-up window appears. Enter your user ID and password to sign in to your account. If you don't already have an account, create one
  5. On the Your Shopping Cart step, enter "1" in the Qty field next to the product you want to upgrade to
  6. Check that the country and province in the Calculate taxes section towards the bottom of the screen match where you live
  7. If the country or province isn't correct, select the correct answer from the dropdown list, then select Update Cart. If the country and province are correct, go to the next step in these instructions
  8. Select Checkout. The Checkout: Customer Information step appears
  9. Fill out the form, then select Continue. The Checkout: Payment Information step appears
  10. Fill out the form with your payment information, then select Continue. The Checkout: Review Your Order step appears
  11. Review the information on-screen and follow the instructions below that match your situation
    • If the information is correct, select Place Order
    • If the information isn't correct, select Edit and correct the information. Select Continue until you return to this step, then select Place Order
    • If your order is processed, the Checkout: Thank you for your purchase step appears
    • Note: You may want to print the confirmation page for future reference
    • A message appears instructing you to restart TurboTax
  12. Select OK
  13. Select x Close from the menu
  14. Close TurboTax
  15. Open TurboTax. A message appears with instructions on how to activate TurboTax
  16. Follow the on-screen instructions to activate TurboTax
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