I did my taxes using Live last year. This year I want to use the free option but I'm not being given options to choose DIY - it's forcing me into LiveAssisted again.
I did my taxes using Live last year. This year I want to use the free option but I'm not being given options to choose DIY - it's forcing me into LiveAssisted again.
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I already did that, and I still don't get the option to pick the free product. I got the screen as I had initially, telling me to start and won't be charged until I file.
I'm in the same boat. I chose the option to do my own taxes this year. The first screen was telling me that it was retrieving last year's information. The second screen was prompting me to agree to use expert help and there was no way around the screen to opt out. How do I clear my tax return when I haven't even gotten far enough to even have a return?
You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do:
With your tax return open, select File.
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.
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:
Open your return if you haven't already.
In the left menu, select Switch Products.
Select Downgrade.
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