- Head to your TurboTax account and click "Switch Products" in the left menu, your plan options are just a click away.
- Now, hit "Upgrade" to see what's available for your tax situation.
- Pick the package that fits your needs, and TurboTax will handle the upgrade process for you.
How to Change TurboTax Plan
📌 Why this matters
Switching plans mid-preparation saves you from starting over with a different product when you discover your tax situation is more complex than expected. Maybe you initially chose the basic version but then realized you have rental income, business expenses, or investment trades that require premium features. Rather than losing hours of data entry work, you can seamlessly upgrade to access the forms and guidance you actually need, keeping all your previously entered information intact while unlocking the right tools for your specific circumstances.
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