![]() ![]() Some reasons you may want to upgrade include: Just make sure you need and want the upgrade before accepting the offer. And if you legitimately want extra help from a tax expert, you may be happy to pay for TurboTax Live. For example, if you could reduce your tax bill by itemizing deductions, upgrading from the Free Edition * to Deluxe might make sense. In some cases, these upgrades can be useful. Throughout the tax preparation process, you’ll periodically come across screens encouraging you to upgrade from Free * to Deluxe, get help from a TurboTax Live expert, or add TurboTax MAX-an add-on package that includes audit representation, identity theft resources, and priority customer service. During the 13 minutes I spent preparing a simple return, I encountered no fewer than three offers to upgrade. While the software offers many tips to help do-it-yourselfers, including a bot (known as the TurboTax Digital Assistant), you won’t have access to hands-on customer service unless you’re willing to upgrade to TurboTax Live.Īnd that’s another aspect of using TurboTax you should be aware of: near-constant urging to upgrade your package. Before filing your return, a tax pro will schedule a time to review your return with you. You can also pay an additional fee to move to Full Service and have your tax return prepared for you. When you choose this option, the tax pro will do a final review of your return before you file. If you get stuck along the way, you have the option of paying an additional fee and upgrading to TurboTax Live to get on-demand help from a TurboTax expert or CPA.
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