Philip_B
New Member

Get your taxes done using TurboTax

$34.99 may have been added if you selected to deduct the fees for your TurboTax software from your refund. That's an additional fee on top of the fee that you paid for the software. You can eliminate that additional $34.99 by paying upfront with a credit or debit card.

In TurboTax Online, you can Clear and Start Over as long as you haven't paid or registered yet (free users are asked to register their accounts before they file).

    Sign in to TurboTax Online and open your return by clicking the orange Take Me to My Return button.
    With your screen maximized, click My Account (at the top of your screen toward the right) and select Clear & Start Over. (If on a tablet or phone, you may find the Clear & Start Over option by clicking the three parallel lines, or “hamburger”, in the top left corner.)
    Answer Yes to Are you sure you want to clear your return?
    After your entries have been cleared out, we'll prompt you to select a TurboTax product so you can start over from the very beginning.

You can downgrade using the Clear and Start Over feature but bear in mind that the different TurboTax "flavors" handle different tax situations and their associated forms.

For example, if you want to downgrade from Deluxe to Federal Free Edition and you're itemizing (Schedule A), you can clear and start over with the free edition, but once you enter your itemized deductions in the free edition, you'll be asked to upgrade to Deluxe.

Here is a short list of some common tax situations and the online products that now uniquely support them:

    Itemized Deductions (Schedule A/1040)- Deluxe, Premier, and Self-Employed
    Capital Gains or Losses (Schedule D) - Premier and Self-Employed
    Rental Income (Schedule E) - Premier and Self-Employed
    Profit or Loss from Business (Schedules C-EZ and C) - Self-Employed

If you are looking at TurboTax Federal Free Edition, keep in mind that this version is intended for taxpayers with very simple returns (Form 1040EZ filers with the standard deduction), for example first-time filers and students.