- Open your TurboTax account and navigate to 'Switch Products' from the left menu.
- Then, choose and select 'Upgrade'.
- Choose your preferred package and TurboTax will automatically prompt you to upgrade.
How to Upgrade TurboTax
Try this guided demo to learn how to upgrade TurboTax.
📌 Why this matters
Upgrading your tax software unlocks advanced features like rental property deductions, business expense tracking, and investment reporting that basic versions can't handle. Your tax situation likely grew more complex since you first chose a package - maybe you started freelancing, bought rental property, or have significant investment gains. Tax software upgrades also include the latest tax law changes and enhanced audit support, which becomes crucial as your income increases and triggers more IRS attention.
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