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Can I switch the tax product from self employed to another product without clearing and starting over?

Forum|Forum|7 years ago
June 3, 2019
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TurboTax Self Employed Online

Best answer by DawnC0

Unfortunately, no. You have to either use Clear and Start over or create a new account and User ID. And you don't want to do that if you have any tax history in your account

If you are a new user, creating a new account will work and not cause you any grief later. But, if you have previous year's tax return in your account, creating a new account is not a good idea.

Critter

Employee

nope

DawnC0Answer

Employee

Unfortunately, no. You have to either use Clear and Start over or create a new account and User ID. And you don't want to do that if you have any tax history in your account

If you are a new user, creating a new account will work and not cause you any grief later. But, if you have previous year's tax return in your account, creating a new account is not a good idea.

Critter

Employee

If you want to switch and use the Downloaded version you could save a few bucks by using the Deluxe version (Basic if you don't need a state or importing from It'sDeductible). You can buy it here : https://turbotax.intuit.com/personal-taxes/cd-download/

If you have not yet paid for the Online program & want to switch ....

If you started your 2018 return in TurboTax Online and want to switch to the TurboTax software, here's how.

1. Save your online return as a tax data file.

2. Sign out of TurboTax Online.

3. Install your 2018 TurboTax software.

> Important: If your return includes a state, make sure you also install the corresponding state program(s), otherwise you'll get Error 539.

4. Once installed, choose File > Open Tax Return in the software program.

5. Browse to where you saved your .tax2016 file and click Open.

6. If you get an error, delete your tax data file and repeat these steps from the beginning.

7. (Optional) Once you've confirmed that your online return opens properly in the software, you can clear your online return.