How Do I Update TurboTax to the Latest Version?
How Do I Update TurboTax to the Latest Version?
Blog Article
TurboTax is one of the most popular tax preparation software options available today, known for its user-friendly interface and up-to-date tax filing features. As tax laws and software technologies change frequently, it's essential to keep your TurboTax software updated to the latest version to ensure accuracy, compliance, and performance. In this guide, we’ll cover everything you need to know about updating TurboTax, including step-by-step instructions, troubleshooting tips, and additional advice on how to install turbotax properly for optimal performance.
Why It’s Important to Update TurboTax
Keeping TurboTax updated is crucial for several reasons:
Tax Law Changes: The IRS frequently updates tax codes and regulations. TurboTax releases updates to stay compliant with these changes.
Security Fixes: Updates often include patches for vulnerabilities that protect your sensitive tax and financial data.
Bug Fixes: Software bugs or glitches that affect functionality are addressed in newer versions.
New Features: Updated versions may introduce helpful features or improvements to the user interface.
E-filing Readiness: To e-file your returns, you must have the latest software version that complies with the current tax year's requirements.
How to Check Your TurboTax Version
Before updating, it’s helpful to check the version you currently have installed. Here’s how:
On Windows:
Open TurboTax.
Go to Help in the top menu.
Click About TurboTax.
You’ll see the version number and update information.
On Mac:
Open TurboTax.
Click TurboTax in the top menu bar.
Select About TurboTax.
This helps you verify whether you're running the most current version before attempting an update.
Automatic Updates: How TurboTax Keeps Itself Updated
By default, TurboTax is designed to update itself automatically when connected to the internet. This auto-update feature ensures that you’re always working with the latest version. However, sometimes updates might not install properly or your internet connection might interrupt the process.
To ensure auto-updates are functioning correctly:
Make sure you’re connected to a stable internet connection.
Do not interrupt the update process by closing the program prematurely.
Occasionally restart your computer to ensure updates take full effect.
Manually Updating TurboTax on Windows
If automatic updates are not working, you can manually update TurboTax using the following methods:
Method 1: Update Within the Program
Launch TurboTax.
Go to the Online menu at the top.
Select Check for Updates.
If updates are available, TurboTax will begin downloading and installing them.
Follow on-screen prompts and restart the software if necessary.
Method 2: Use the TurboTax Manual Update Tool
If you can’t open TurboTax or prefer an offline option:
Visit the official TurboTax Update Page.
Download the manual update installer file for your specific version.
Run the installer.
Follow the on-screen instructions to complete the update.
Tip: Always run the update tool as an administrator (right-click > “Run as Administrator”) for best results.
Manually Updating TurboTax on Mac
For Mac users, the process is slightly different:
Open TurboTax.
Go to the TurboTax menu in the top-left corner.
Click Check for Updates.
If updates are available, TurboTax will download and install them.
You may be prompted to restart the application afterward.
Mac users do not have access to a separate downloadable update tool, so updates must be handled within the application itself.
Troubleshooting Update Issues
1. TurboTax Fails to Update
Check your internet connection.
Temporarily disable your firewall or antivirus software.
Make sure you’re running the program as an administrator.
2. Error Messages During Update
Common update error messages may include “Update Failed,” “No Internet Connection,” or specific error codes.
Solutions:
Restart your computer and try again.
Use the manual update tool (Windows).
Contact TurboTax support for persistent issues.
3. Updates Not Saving
If updates download but don’t seem to apply, try uninstalling and reinstalling TurboTax, then reattempt the update.
How to Install TurboTax (Initial Setup)
If you haven’t yet installed TurboTax or need to reinstall it for any reason, follow these steps:
For Windows:
Go to the official TurboTax website or insert your TurboTax CD.
Click Download (for online purchases) or run the setup file from the disc.
Follow the installation wizard instructions.
Enter your license code when prompted.
After installation, open the software to complete the initial setup and check for updates immediately.
For Mac:
Download the installer from the official TurboTax website or insert the TurboTax CD.
Open the downloaded .dmg file.
Drag the TurboTax icon into the Applications folder.
Launch TurboTax from Applications.
Enter your license code.
Check for updates to ensure you're on the latest version.
By following this process, you ensure that your install TurboTax experience is smooth and that you're working with the latest version from the start.
Tips to Ensure Smooth Updates
Install TurboTax Early: Don’t wait until the last minute to install or update your software. This gives you time to address any potential problems.
Use a Wired Connection: If possible, connect directly to the internet via Ethernet during the update process for better stability.
Schedule Updates: Plan to check for updates weekly during tax season to stay current.
Backup Your Tax Files: Before updating, save backups of any in-progress returns to avoid data loss in rare cases.
Updating TurboTax Online vs. Desktop Versions
TurboTax comes in two main formats: Online and Desktop. The update process differs slightly between the two.
TurboTax Online
No installation required.
Updates are handled automatically by Intuit on their servers.
Always up to date when you log in.
No need to install TurboTax manually.
TurboTax Desktop (Windows/Mac)
Requires local installation.
Must be manually or automatically updated.
Requires occasional user action to stay current.
If you prefer a hassle-free experience and don’t want to worry about updates, consider switching to TurboTax Online. However, desktop users often prefer the added control and privacy.
FAQs About TurboTax Updates
Do I need to pay for updates?
No. Updates are included with your TurboTax software purchase. However, ensure that you’re using a legitimate version with a valid license code.
What if I can't find my license code after reinstalling?
Check your email (for digital purchases) or the original CD case/manual for the license key. If you purchased TurboTax from a retailer, it should be on the packaging.
Is TurboTax available for mobile?
Yes, TurboTax has a mobile app that stays updated through your device’s app store. No manual updates are required.
How often are updates released?
Updates can be released weekly or bi-weekly during tax season, especially after major IRS announcements.
Final Thoughts
Staying up to date with the latest version of TurboTax ensures you file your taxes accurately, securely, and in compliance with the latest IRS rules. Whether you're using the desktop or online version, knowing how to install turbotax and update it effectively is key to a stress-free tax season.
By following the steps in this guide—checking your version, applying updates manually if necessary, and troubleshooting common issues—you'll be ready to file with confidence. And if you're just starting out, remember to install TurboTax properly and check for updates immediately to get started on the right foot. Report this page