Downgrade from TurboTax live to TurboTax deluxe

Forum|Forum|2 years ago
March 13, 2024
5 replies
0 views

I’m currently in TurboTax live, by accident but started with TurboTax deluxe and want to go back to using TurboTax deluxe. I didn’t use the live help or anything. I’ve spent countless time working on my tax and do not want to clear all my work — I just want to downgrade and finish filing my taxes. The instructions I’ve seen thus far is not available to me.

Anonymous_

Employee

You should contact Support for this scenario.

What is the TurboTax phone number? (intuit.com)

JulieS

Yes, you can remove TurboTax Live as long as you haven't used the Tax Expert feature.

Here's how to do that:

Sign in to your TurboTax account.
Select File.
Proceed through the screens until you reach the Just a few steps left, then select Start or Revisit next to Step 1: Review Your Order.
On the order summary screen, select Downgrade.
If you don't see Downgrade, or you have 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.

You can also call Support as tagteam suggests above.

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flembach

I hope this worked out for you. This is the most convoluted system to try to get to the right product from the beginning as it tries to upsell you right away and hides all the options. I am having to clear and restart like three times now because of the menus of only two products at a time being forced on me.

DLiegeois

Same thing happened to me. Assuming Turbo is using the same product I used last year in my account. Or at least I would have an option as some point. I never heard of or use "LIVE" but it "automatically" assigned me LIVE wo my knowledge. Now I can't go backwards wo starting over. Downgrade to non-live does not work even if you didn't use "live". I read Intuit and H&R block have been fined $millions for doing this already. Why keep doing this? Please, is there any method to downgrade to deluxe wo "live" wo starting over?

Thanks Dave

CatinaT1

You should be able to downgrade, If not, please call Customer Service.

If you want to downgrade, this FAQ will tell you how: How do I downgrade to a different TurboTax Online product?

Here is a link:  Turbo Tax Customer Service

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lanae0205

Ok I figured it out. If you do not have the option to downgrade then you have to clear and start over. To do that go to tools (in left side bar), select start over. Once you start over it will take you to the same turbotax live page… once the box pops up for you to select and live option/add more… SCROLL ALL THE WAY DOWN IN THE BOX. You will be able to select a downgraded version. It is small print at the bottom of each column so pay close attention. Once you select the downgrade version you are good to go! Hope this helps. I was super frustrated trying to figure this out.

UDyHaX

Thank you! This is exactly what worked for us. Turbo Tax, it's terrible how you deliberately hide the ability to opt-out -- clearly a feature, not a bug. Awful way to do business, especially *after* the FTC orders and settlement with state attorneys general.

Jill_122685

IT DOES NOT LET ME CLEAR AND START OVER.