How to downgrade from turbotax live to just normal turbo tax? Will it remove all my tax form that I already fill in with the live version?

Forum|Forum|5 years ago
March 8, 2021
2 replies
7 views

I am very disappointed with this live product.

I have been waiting for 2 weeks to get schedule with tax expert and inititate line by line review.

somehow the tax expert that got assigned for my line by line review dropped the ball and clueless.

and now, i have to wait for another 2 weeks to schedule a call with another tax agent to re initiate this line by line review again.

what a mess.

How to downgrade this live product to just a normal version?
Will my existing form that I filled get reset after this downgrade?

TurboTax Live Premier Online

ee-ea

Alumni - Champ

See this FAQ

https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-turbotax-live/00/27312

kevin33029-gmail

Level 2

I accidently paid for premier without realizing what paying for (webpage was a bit unclear as the cost of purchase was hidden until after I hit submit). For my relatively simple tax situation, the free software would have been sufficient.

Can I get a refund or switch?

LenaH

Employee Tax Expert

Please see Can I downgrade to a lower-priced version of TurboTax Online? for instructions on how to downgrade.

@kevin33029-gmail

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kevin33029-gmail

Level 2

"Keep in mind that you won't be able to do this if you've already submitted payment or deducted the TurboTax fee from your refund."

Instructions indicate I can not longer switch, correct?