Not Thrilled With New Product Tier for 2023 Taxes

[MrsPG]

I have used TurboTax Deluxe for many years as a DIY user.  This year I had to file a Schedule D to report a capital gain.  Because of that, I was required to upgrade to the Live Premium product with expert advice.  I didn't need, nor did I use, any advice since I easily entered all the necessary figures from the 1099-B form myself.  Now instead of paying $79 (last year's amount) for Deluxe, I had to pay $209 for an expert advice product.  That's quite a jump and one I don't appreciate.

[xmasbaby0]

https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri...

[MrsPG]

Thank you for responding and sending the link for how to downgrade.  I actually tried that, but didn't want to erase my forms without knowing if just the Deluxe program I usually used would work for my situation.  I was able to find a chart of what forms are included in the Deluxe, and Schedule D was not included.  In the beginning, when I signed in to begin my tax forms, there was a short questionnaire I was to answer which would give me a professional recommendation for the program I should use.  I said DIY, owned home, sold a stock.  The Online Premium was what I was told and no other options were given.

[SteamTrain]

Yes..Online Premium would be required.....but LIVE Premium is not.

LIVE is an add-on service that you have to be careful to NOT select.....if you don't need an actual person to work with you.