TurboTax may prompt you to upgrade to Deluxe if it detects that you need forms or features not included in the Free Edition. However, if your return is simple, you should be able to use the Free Edition. Here’s how to downgrade:
Why TurboTax Might Charge for Deluxe
TurboTax Free Edition covers simple tax situations, such as:
- W-2 income
- Standard deduction
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest deduction
If any forms or features that require an upgrade were inadvertently triggered., TurboTax will prompt you to switch to Deluxe.
However, you can go back before you file and downgrade:
Steps to Downgrade to TurboTax Free Edition
- Open Your Return: Log into your TurboTax account and open your return.
- Switch Products: In the left menu, select "Switch Products."
- Select Downgrade: Choose "Downgrade" and select the Free Edition
If you have already entered information that requires Deluxe, you might need to clear and start over:
- Clear and Start Over: Go to "Tax Tools" in the left menu.
- Select Clear & Start Over: This will erase your current return and allow you to start fresh with the Free Edition
For more detailed guidance, you can refer to TurboTax's help article here.
