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February 8, 2025
Question

how to change method from live version

  • February 8, 2025
  • 3 replies
  • 0 views
dont want the live version method. Hot to change to regular version

    3 replies

    Employee
    February 8, 2025
    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    February 8, 2025

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

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

     

    Here is a helpful article: How do I remove TurboTax Live?

    February 19, 2025

    This does not work.  Logging into Turb Tax FORCES you to start with Live Basic, Deluxe, or Premium.  I tried customer service and they said "go through the return and it will give you the option at the end."  Two hours later the option is the same.  I found a way to  switch to "do it yourself."  Its all greyed out.  Complete garbage.  My return is simple and I have NEVER needed any Live support and now Turb Tax is defaulting and forcing you to try to buy "Live" version.

    February 19, 2025

    You can downgrade from the Live product as long as you haven't already used Expert advice.

     

    When you log in to a TurboTax Online account, and you wish to downgrade , open your return and enter any category (such as Wages and Income or Deductions and Credits). Then, look at the left side menu.

     

    @Frost271

     

     

    Near the bottom, just above Sign Out, you should see the option "Switch Products". See screenshot.

     

     

    Click the arrow next to "Switch Products" to show more options. One of them is "Downgrade". See screenshot. Select "Downgrade" and follow the instructions that appear.

     

     

    If you are having trouble navigating, check your Internet connection. Then, sign out of TurboTax and sign back in. Reboot your device. You could also try another browser; Chrome generally works well.

     

    If you started with an Online product, have not yet paid for it, and would rather use a Desktop (Download) product:

     

    1. Install and/or open your 2024 TurboTax Desktop.
      • If you have not purchased TurboTax Desktop software, select the product you need to complete your return.
      • Important: If your return includes a state, make sure you also install the corresponding state program(s) in order to proceed.
    2. Select Continue From TurboTax Online.
    3. Sign in to your Intuit Account.
    4. Your data will be imported into TurboTax Desktop, and your return will open once data transfer is complete.

     

    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.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    April 1, 2025

    Tried using Live Experts chat but no one responded after waiting 20 min then it persistently failed with a "Not sent - Retry" error so I gave up... felt like I was being scammed.

    April 2, 2025

    See the link below for how to review live from TurboTax:

     

    @tac0 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"