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How do I downgrade to a different TurboTax Online product?

by TurboTax6356 Updated 1 month ago

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

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

Note: TurboTax Free Edition is for customers who are filing Simple Form 1040 Returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest). Roughly 37% of taxpayers qualify. If you have additional forms or attachments, you’ll need to use a different TurboTax product.

You can also clear and start over to switch to a different product. This option erases your information to give you a fresh start in the new product you've chosen.

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