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1 reply

S
SabrinaD2
April 2, 2025

If you need to upgrade or downgrade to another Turbo Tax Product see below:

 Follow these steps to upgrade to a different TurboTax Online product:

  1. Open your tax return if you haven't already.
  2. Select Switch Products from the left menu, then Upgrade.
  3. Follow the onscreen instructions.

Follow these steps to downgrade to a different TurboTax Online product:

  1. Open your return if you haven't already.
  2. In the left menu, select Switch Products.
  3. Select Downgrade.
H
hmessi
April 7, 2025

I'm using TT Online and I'm looking at the instructions to find "Switch Product" in the left-hand toolbar and then choose Downgrade. But there is no "Switch Product" option in the left-hand toolbar. When I finished my returns and started to check out, I found it was trying to charge me for the option with live assistance even though I thought I'd rejected that option at the beginning. I don't need live assistance, didn't use live assistance, and don't want to pay for it, but it isn't giving me any way to change it.

CatinaT1
CatinaT1
April 7, 2025

You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do:

  1. With your tax return open, select File.
  2. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order.
  3. On the order summary screen, select Downgrade.

If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs.

Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live.

 

If not using Live you can follow these steps:

 

Follow these steps to downgrade to a different TurboTax Online product:

  1. Open your return if you haven't already.
  2. In the left menu, select Switch Products.
  3. Select Downgrade.
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