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April 15, 2025
Question

HOW DO I START MY DIY TAX RETURN?

  • April 15, 2025
  • 1 reply
  • 0 views
I'm trying to start my DIY tax return; but the program is directing me to use their "Assisted" option! I don't want any assistance!

1 reply

CatinaT1
April 15, 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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