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June 1, 2019
Question

I would like to downgrade-I was never given the option to start with anything lower than Premiere when I started because I used Premiere last year.

  • June 1, 2019
  • 1 reply
  • 0 views
I don't want to clear and start over and still not be given the option

1 reply

June 1, 2019

You can downgrade using the Clear and Start Over feature but bear in mind that the different TurboTax "flavors" handle different tax situations and their associated forms.

For example, if you want to downgrade from Deluxe to Federal Free Edition and you're itemizing (Schedule A), you can clear and start over with the free edition, but once you enter your itemized deductions in the free edition, you'll be asked to upgrade to Deluxe.

Here is a short list of some common tax situations and the online products that now uniquely support them:

If you are looking at TurboTax Federal Free Edition, keep in mind that this version is intended for taxpayers with very simple returns (Form 1040EZ filers with the standard deduction), for example first-time filers and students.


lcventAuthor
June 1, 2019
Why was I never given the option to choose a version other than Premiere from the beginning?  I'm afraid to clear and start over because I'm afraid that once I do I will be stuck in a Premiere loop with no other option and will have lost all the data I already put in