Not Thrilled With New Product Tier for 2023 Taxes

Forum|Forum|1 year ago
April 5, 2025
1 reply
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I have used TurboTax Deluxe for many years as a DIY user. This year I had to file a Schedule D to report a capital gain. Because of that, I was required to upgrade to the Live Premium product with expert advice. I didn't need, nor did I use, any advice since I easily entered all the necessary figures from the 1099-B form myself. Now instead of paying $79 (last year's amount) for Deluxe, I had to pay $209 for an expert advice product. That's quite a jump and one I don't appreciate.

TurboTax Live Premier Online

xmasbaby0

Employee

https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m5ydiw67

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

MrsPGAuthor

Thank you for responding and sending the link for how to downgrade. I actually tried that, but didn't want to erase my forms without knowing if just the Deluxe program I usually used would work for my situation. I was able to find a chart of what forms are included in the Deluxe, and Schedule D was not included. In the beginning, when I signed in to begin my tax forms, there was a short questionnaire I was to answer which would give me a professional recommendation for the program I should use. I said DIY, owned home, sold a stock. The Online Premium was what I was told and no other options were given.