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April 15, 2024
Question

Can I try TurboTax Deluxe but then downgrade back to Basic if I don't qualify for any of the deductions or if my itemized deductions are less than the standard deduction?

  • April 15, 2024
  • 3 replies
  • 0 views
I understand that I can start over altogether. Is that the only option?

3 replies

leeloo
April 15, 2024

Yes, clear and start over is the only way to be certian that incorrect information does not linger. Some entries trigger other things that are not always noticable.

Employee
April 15, 2024

The other option is to downgrade to the Free Edition. Then you could upgrade back to Deluxe as you go. 

But as leeloo suggested, some things may get wiped, or linger going from one to the other.

 

Can you add up your deductions and compare to your standard deduction for your filing status instead? @Jordan40 

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Jordan40Author
April 15, 2024

Can you add up your deductions and compare to your standard deduction for your filing status instead? @Jordan40 


Theoretically I could, but wouldn't that to a certain extent defeat the purpose of using TurboTax? 

April 15, 2024

It would help determine whether it's worth the upgrade/ start over hassle, but you do make a good point.  

 

But TurboTax - as you have already determined - does not undo versions.

 

@Jordan40 

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