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April 16, 2023
Solved

I clicked "Upgrade to the Live Full Service" but would like to move back to my original plan ("Live Assist & Review Self-Employed option"). How can I do this?

  • April 16, 2023
  • 1 reply
  • 0 views
It seems the only option for me is to sign the DocSign. There is no button for me to click to go back to my original plan and continue editing..
    Best answer by TurboTaxSusan

    Unfortunately, once you have upgraded or added features to your TurboTax return, there is no way to downgrade or remove the extra features. You would need to create a new return to go back to the original product. 

     

    To start a new return, select “Start a New Return” from under “My Returns” in the top left corner. Once you have started your new return, you can select “View All Returns” from under “My Accounts & Returns”. Then delete the unwanted return by clicking the small Trash Can next to it or “Delete” under the return’s name.

    1 reply

    TurboTaxSusan
    April 16, 2023

    Unfortunately, once you have upgraded or added features to your TurboTax return, there is no way to downgrade or remove the extra features. You would need to create a new return to go back to the original product. 

     

    To start a new return, select “Start a New Return” from under “My Returns” in the top left corner. Once you have started your new return, you can select “View All Returns” from under “My Accounts & Returns”. Then delete the unwanted return by clicking the small Trash Can next to it or “Delete” under the return’s name.

    April 23, 2023

    Thanks for the kind clarification. Best.