Can I change to a simple tax return? I have used the simple tax return for the past few years. I don't see how to change it from Deluxe. Why did it change to Deluxe?

shannonn1992 — Mon, 23 Feb 2026 13:07:03 GMT

Re: Can I change to a simple tax return? I have used the simple tax return for the past few years. I don't see how to change it from Deluxe. Why did it change to Deluxe?

xmasbaby0 — Tue, 07 Feb 2023 18:02:46 GMT

CLEAR AND START OVER

https://ttlc.intuit.com/questions/2586254-how-do-i-clear-and-start-over

You are posting from Deluxe $39

State return $39

Refund processing to have fees deducted from federal refund by 3rd party bank $39 ($44.99 in CA) (This fee is optional and can be avoided by paying TT upfront using a credit/debit card)

WHY DO I HAVE TO PAY? I WANT THE FREE EDITION

The information that you can enter in Free Edition is pretty limited now. Thanks to the new tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's. Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition. Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.https://ttlc.intuit.com/questions/4511011-what-happened-to-the-1040a-and-1040ez If you started in the Free Edition and entered any data that required any of those three schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.

When you chose to “start” in the Free Edition —

Directly below the words “Free Edition” there is a blue link that says “For simple tax returns only” If you click that link it brings up this information:

You can file with TurboTax Free Edition if you have a simple tax return.*

*A simple tax return is Form 1040 only.

Situations covered in TurboTax Free Edition include:

W-2 income
Limited interest and dividend income reported on a 1099-INT or 1099-DIV
Claiming the standard deduction
Earned Income Tax Credit (EIC)
Child tax credits
Student Loan Interest deduction

Situations not covered in TurboTax Free Edition include:

Itemized deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income
Stock sales
Rental property income
Credits, deductions and income reported on schedules 1-3

How does TurboTax make any money?

Customers with more complex tax situations will file with our paid TurboTax products that provide all the additional forms and guidance they need. We also offer additional benefits that go beyond filing your taxes, but they are optional and are not required to file simple taxes for free. We hope that, over time, as our customers with simple returns need more capabilities as their financial situations change (for example owning a home, having a child, managing investments), they have loved our products and services so much that they will choose our paid TurboTax offerings to prepare and file their returns.

Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site

https://apps.irs.gov/app/freeFile/

How can I see my TurboTax fees?

https://ttlc.intuit.com/questions/2565973-how-do-i-review-my-fees-in-turbotax-online

If your TurboTax fees are higher than expected, you can reduce them by removing add-ons:

Re: Can I change to a simple tax return? I have used the simple tax return for the past few years...

JulieS — Tue, 07 Feb 2023 18:09:27 GMT

Yes, you can change your return back to the simpler version of TurboTax, but you will need review your information after your do that. If you do have a reason for the upgrade to Deluxe, it will happen again as you complete your return.

Common reasons for the upgrade are adding 1099-NEC or 1099-MISC, or adding deductions to your tax return.

If you think your return is simple, follow these directions:

Click on Tax Tools near the bottom of the left side menu.
All the way at the bottom, select Switch to Free Edition.
The next screen explains the program will keep most of your information, but you may need to re-enter some of it.
Once you confirm that is what you want to do, you will be taken back to the beginning of the return and you will need to review and possibly re-enter some of your information.

topic Can I change to a simple tax return? I have used the simple tax return for the past few years. I don't see how to change it from Deluxe. Why did it change to Deluxe? in Get your taxes done using TurboTax

Can I change to a simple tax return? I have used the simple tax return for the past few years. I don't see how to change it from Deluxe. Why did it change to Deluxe?

Re: Can I change to a simple tax return? I have used the simple tax return for the past few years. I don't see how to change it from Deluxe. Why did it change to Deluxe?

Re: Can I change to a simple tax return? I have used the simple tax return for the past few years...