topic That is complete BS in Get your taxes done using TurboTax

Just need to switch back over to free edition from Deluxe.

dylanhaga94 — Thu, 06 Jun 2019 12:44:21 GMT

You are able to downgrade from your current TurboTax vers...

AnthonyJ — Thu, 06 Jun 2019 12:44:23 GMT

You are able to downgrade from your current TurboTax version as long as you have not already paid or attempted to submit/e-file/register your return. If none of these situations pertain to you, you can complete the downgrade by following the instructions below.

Please keep in mind, in order to complete a downgrade you will be required to completely clear your information already entered and start all over.

If you haven't already done so, sign in to your TurboTax Online account and select the blue Take me to my return button.
On the Welcome Back screen, in the left-side menu, select Tax Tools, and then select Clear & Start Over (click or tap the 3 lines in the upper-left corner if you don't see this menu).
Answer Yes in the pop-up to confirm.

Once this process is complete you will be asked to select your TurboTax version again.

That is complete BS

bddixonbrandon — Thu, 06 Jun 2019 12:44:24 GMT

That is complete BS

I did my 2017 return and didn't sa e it but I was being h...

debfbarton — Thu, 06 Jun 2019 12:44:26 GMT

I did my 2017 return and didn't sa e it but I was being harged forty dollars for doing my 'free tax return.

When I go back in and log on I keep being moved in a loop no opportunity to refill my return.|

Please advise how I can start for free from scratch?

Thanks

Please start your own new question. You have added on to...

VolvoGirl — Thu, 06 Jun 2019 12:44:27 GMT

Please start your own new question. You have added on to an old one and it might not be seen by someone who can answer.

Re: That is complete BS

diamondkelt — Mon, 10 Feb 2020 17:20:22 GMT

It is complete bs. They are equating "registering" your return to having "filed" before you actually hit the File button.

Apparently, TT thinks it's too much of a hassle to scrap everything even if you haven't paid them or even filed. This is a way to bind you so they can still get their money even if the tax version you used to figure out your taxes is no longer a benefit to you for the tax year you're filing.

But you can still upgrade of course because somehow upgrading (EVEN IF YOU HAVE REGISTERED YOUR TAXES) is allowable.

That is a shady business tactic. 110%

With that being said, TT automatically upgrades you to their lowest edition (TT Deluxe I believe) if you don't qualify for the Federal/State Free edition. To get the free edition you have to have an AGI of $36k or lower, have qualified for the EIC, or are a veteran/active duty/military personnel.

Re: Just need to switch back over to free edition from Deluxe.

evanprince4500 — Sun, 15 Mar 2020 21:12:40 GMT

[Profanity Removed] I can't believe I just spent 8 hours doing my taxes only to find out I have to start from the beginning.

Re: Just need to switch back over to free edition from Deluxe.

AkinaLO — Sun, 15 Mar 2020 22:53:23 GMT

Unfortunately, once you have submitted payment, deducted the TurboTax fee from your refund, or registered, you wouldn't be able to clear and start over. The only other option is to review your fees and try to reduce any fees that you have. Please follow the instructions below.

How do I review my fees in TurboTax Online?

This should help you reduce your fees.

What can I do to reduce my fees?

Re: Just need to switch back over to free edition from Deluxe.

unhappy user1 — Wed, 31 Mar 2021 01:53:33 GMT

I agree that this is BS. I did my entire return in the free version and am doing the standard deduction. So, education deductions essentially don't matter, but apparently entering education expenses requires that you pay for the deluxe edition. So, even though nothing was actually done in the deluxe edition I have to start over completely in order to not pay my entire tax refund to turbo tax. It's total BS!!!

Re: Just need to switch back over to free edition from Deluxe.

AkinaLO — Wed, 31 Mar 2021 18:17:22 GMT

The Free File Program is also available if you qualify. Please refer to the FAQs below for qualification information.

Re: Just need to switch back over to free edition from Deluxe.

KRISTAJO — Wed, 06 Apr 2022 02:29:56 GMT

I’ve tried looking for this it isn’t working I was in the process of amending and cancelled the amend and now I can’t get rid of deluxe

Re: Just need to switch back over to free edition from Deluxe.

MarilynG — Wed, 06 Apr 2022 02:54:46 GMT

Did you upgrade to Deluxe while preparing your original return or was the upgrade a result of Amending?

If the upgrade is a result of adding forms for your Amendment, click this link for more info on Upgrade for Amendment.

How to Cancel or Undo an Amendment

@KRISTAJO

Re: You are able to downgrade from your current TurboTax vers...

ME369 — Thu, 02 Mar 2023 22:09:40 GMT

This does not work. I had to use Deluxe last year and now I cannot downgrade back to Free Basic even though I meet all of the requirements. Clear and Start Over does not clear my information and the product defaults to Deluxe.

Re: You are able to downgrade from your current TurboTax vers...

HeatherPLO — Fri, 03 Mar 2023 16:29:49 GMT

If we detect that your tax situation requires expanded coverage, we'll prompt you to upgrade to a version that supports the forms you need so we can maximize your tax deductions and ensure you file an accurate return. For more details on this, please see the Help Article here.

@ME369

Re: You are able to downgrade from your current TurboTax vers...

VolvoGirl — Fri, 03 Mar 2023 16:34:58 GMT

If it doesn't let you clear and you haven't paid and filed you could just start a new account. Online is only good for 1 return per account. But you can use the same email address for 5 accounts. How to start another return in the Online version

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596

Or go to the IRS Free File programs

Free File: Do your Federal Taxes for Free | Internal Revenue Service

In the Turbo Tax Free Edition, information that you can enter is limited now. Why do I have to upgrade from the Free Edition?

https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379

Re: You are able to downgrade from your current TurboTax vers...

ME369 — Fri, 03 Mar 2023 21:48:58 GMT

I finally spoke to a knowledgeable rep. TurboTax recommending the Deluxe Edition had nothing to do with the edition I used last year but everything to do with the new qualifications. The Free Edition no longer supports filers who own a home. No matter your income, if you own a home you are automatically upgraded to the Deluxe Edition.

Re: Just need to switch back over to free edition from Deluxe.

Provi635 — Fri, 13 Mar 2026 05:23:52 GMT

Please help me to go back to free edition please because I am going to go pay for my taxes when they are free.

Re: Just need to switch back over to free edition from Deluxe.

xmasbaby0 — Fri, 13 Mar 2026 12:59:21 GMT

HOW CAN I DOWNGRADE TO A LOWER VERSION

https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady

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 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. If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.

TurboTax Online: Important Details about Filing Simple Form 1040 Returns

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
- Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
- Stock sales (including crypto investments)
- Income from rental property or property sales
- Credits, deductions and income reported on other forms or schedules
  
  How can I see my TurboTax fees?
  
  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
  
  If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
  - Remove Premium Services
  - Remove MAX Defend & Restore
  - Remove a state
  - Remove PLUS Help & Support
  - Remove Pay With Your Refund
    
    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/

@Provi635