topic Deluxe vs. Premier in Get your taxes done using TurboTax

Deluxe vs. Premier

lsharp713 — Wed, 05 Jun 2019 19:02:49 GMT

I have completed my taxes and I'm ready to file. Turbo Tax is charging me for Premier when I only need Deluxe. There doesn't seem to be any way to change it at the end.

why am i being forced to upgrade to deluxe? i just want t...

Lydia — Wed, 05 Jun 2019 19:02:51 GMT

why am i being forced to upgrade to deluxe? i just want to do the free refund

It depends on your tax situation. Here's more info:

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.

Related Information:

Re: Deluxe vs. Premier

Larusso — Tue, 29 Nov 2022 13:09:54 GMT

Some years ago I got a suggestion from Turbo tax to ip grade to Premium. Have i been getting ripped off? Looks like Everything in premium is also in Delux.

Re: Deluxe vs. Premier

Critter-3 — Tue, 29 Nov 2022 13:20:30 GMT

OK ... ALL of the downloaded programs can handle all the same forms so Deluxe will handle everything ... no need to upgrade to the Premier unless you want the "extra help" screens in that upgrade.

If you are using the ONLINE version then you may need to upgrade to Premier if you have something the online deluxe will not handle.