How to downgrade after choosing "Live" Self Employed

Forum|Forum|5 years ago
January 13, 2021
1 reply
1 view

I really tried looking all over for help on this but to no avail.

I have chosen the "Self-Employed Live" with Expert, bla bla bla... Basically the most expensive version where a Turbotax professional files your taxes.

I have changed my mind and want to file them myself (while still using a paid version of "Self employed"). I can't figure out how can I downgrade? Nowhere in my settings I can "start over" or do anything regarding this... Please help.

TurboTax Live Self-Employed Online

DoninGA

Level 15

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2020 online tax return. Click on Clear & Start Over.

ir1Author

Level 2

I have indeed not paid for anything, and not filed anything, didn't even upload any documents/W2/anything like that.

However, I don't see this option. There is no "Tax Tools" on left side and no "Clear & Start Over".

The only option there is "My Expert", and "Intuit Account" at the bottom (and "Sign Out").

DoninGA

Level 15

@ir1 wrote:

I have indeed not paid for anything, and not filed anything, didn't even upload any documents/W2/anything like that.

However, I don't see this option. There is no "Tax Tools" on left side and no "Clear & Start Over".

The only option there is "My Expert", and "Intuit Account" at the bottom (and "Sign Out").

You must be signed onto your 2020 online account and accessing the 2020 tax return. Click on one of the sections show in the middle of the screen to get back into the 2020 tax return.

Then you will see the links available on the left side column -