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Level 1
April 15, 2026
Question

TurboTax made me upgrade to Premium because I had a dist. from a roth IRA, but it wasn't taxable. Also said I go with standard deduction. How do I downgrade to Deluxe?

  • April 15, 2026
  • 1 reply
  • 117 views
It is charging me almost double, but won't let me go back to deluxe.

1 reply

Level 15
April 15, 2026

In TurboTax Online, you may be able to Switch Products or Clear and Start Over.

 

Switch Products or Clear and Start Over may be found in the lower left hand corner of the screen if it is available to you.

 

 See also this TurboTax Help.

 

 As long as you have not submitted payment, 

 

  • deducted the TurboTax fee from your refund, or 
  • registered your product

you may erase your return and start from scratch in TurboTax Online. If you have done any of these things, you will need to manually edit your return.


 

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