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April 30, 2020
Question

How do I go down a tier from self employed to the $60 option? I chose wrong & do not need the services provided

  • April 30, 2020
  • 1 reply
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Thank you

1 reply

Employee
April 30, 2020

To downgrade to a lower edition, you'll need to use the feature "Clear and Start Over" and select the product you want.

 

The $60 (for Federal) product is the Deluxe Edition (and $50 for a state return).  If you choose to pay the fees out of your Federal refund, there is an additional $40 service fee ($45 for California filers) for that payment option.   Deluxe is actually 2 tiers down from Self-Employed.  Whether you can use it or not depends on the type of income items in your return.   If you have capital gains/losses, rental/royalty income, reporting a K-1, etc., those require Premier Edition or higher.

 

FAQ:  How do I clear and start over in Online TurboTax?

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444