topic I want to change product selected in Get your taxes done using TurboTax

I want to change product selected

stmalachy61 — Wed, 05 Feb 2020 13:56:47 GMT

Re: I want to change product selected

LeonardS — Wed, 05 Feb 2020 16:09:43 GMT

If you have not paid for the TurboTax version you are currently using you may start over by using the Clear & Start option to change your version of TurboTax.

With TurboTax open select tax tools in the left-hand panel.
Then select Clear & Start Over.
Select yes when asked are you sure you want to clear your return.

Re: I want to change product selected

joe2sail — Tue, 29 Sep 2020 20:45:59 GMT

What the heck does "with TurboTax open" mean? I keep opening numerous Turbo Tax web sites and nowhere is there anything about "Clear & Start over".

Re: I want to change product selected

mesquitebean — Tue, 29 Sep 2020 21:12:48 GMT

@ joe2sail wrote:
What the heck does "with TurboTax open" mean? I keep opening numerous Turbo Tax web sites and nowhere is there anything about "Clear & Start over".

Assuming you're using Online TurboTax (not the desktop software), it means with the 2019 return open. Once you log in and open the 2019 return, see the left column menu. See image below:

Re: I want to change product selected

joe2sail — Tue, 29 Sep 2020 21:30:01 GMT

Well, I am not using On Line Turbo Tax and am not working on 2019. I'm using desk top and preparing for 2020. Nowhere in the helpful hints did it imply it applied only to on line. I have just wasted about two hours bouncing around the various TurboTax sites and all I am trying to do is change from TurboTax Advantage for 2020 since we are no longer self-employed. I was just trying to find what is the best alternative since there is no longer small business involved. Just found a complete lack of assistance. You would think the company would somewhere provide an old fashioned telephone number.

Re: I want to change product selected

xmasbaby0 — Tue, 29 Sep 2020 21:32:44 GMT

@joe2sail

https://ttlc.intuit.com/questions/1901328-forgot-your-turbotax-advantage-login

https://ttlc.intuit.com/questions/1901492-what-s-the-advantage-of-turbotax-advantage

https://ttlc.intuit.com/questions/1900547-how-do-i-update-or-confirm-the-info-in-my-turbotax-advantage-account

https://ttlc.intuit.com/community/downgrading/help/how-do-i-cancel-my-turbotax-advantage-subscription/00/25548

Re: I want to change product selected

joe2sail — Tue, 29 Sep 2020 21:53:55 GMT

Thanks for the reply but only the final link applied to my question and this is what I got when I clicked on the link:

We couldn’t find that answer for you Use the Back button to try again.

So now what?

Re: I want to change product selected

xmasbaby0 — Tue, 29 Sep 2020 21:57:37 GMT

This link works perfectly for me

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-update-or-confirm-the-info-in-my-turbotax-advantage-account/00/25883

In fact all four of those links work.

Re: I want to change product selected

joe2sail — Wed, 30 Sep 2020 17:21:36 GMT

Thanks for all the advise but none of it works. I have now given up trying to change the Turbo Tax product. I'll just pay extra for something I don't need.

Re: I want to change product selected

DoninGA — Wed, 30 Sep 2020 17:33:51 GMT

@joe2sail wrote:

Thanks for all the advise but none of it works. I have now given up trying to change the Turbo Tax product. I'll just pay extra for something I don't need.

TurboTax support FAQ for cancelling an Advantage subscription - https://ttlc.intuit.com/community/downgrading/help/how-do-i-cancel-my-turbotax-advantage-subscription/00/25548

To cancel your subscription, simply remove all products in your TurboTax Advantage account:

Sign in to TurboTax Advantage.
Select TurboTax Advantage on the right side of your screen.
- If you only see Sign up now, your subscription is already canceled or you're in the wrong account. Use our Account Recovery tool to get a list of all your TurboTax accounts, then sign in under the right account.
Select Remove product under each product listed
Once all products have been removed, you'll see the Sign up now button. This means your subscription has been canceled.

Tip: If you missed the cancelation deadline for this year's TurboTax product, simply wait until you receive your CD or download, then submit an online refund request within 60 days of receiving your product.

How do I re-enroll?

To re-enroll, sign in with your existing login and select Sign up now. Do this by November 4 if you want to pre-order the 2019 tax year product.

After November 4, only 2020 tax year products are available for pre-order in TurboTax Advantage. The 2019 version will be available for purchase at TurboTax.com.

Re: I want to change product selected

joe2sail — Wed, 30 Sep 2020 18:13:14 GMT

Received a message from Turbo Tax indicating I did something right and have been unenrolled from Advantage. I tried to subscribe to a different product but all it seemed to do was enter me into the on line program. Guess I'm old fashioned but I want to download the program to my own computer. That doesn't appear to be offered anymore Thank you to everyone who took the time to help me in this frustrating mission.

Re: I want to change product selected

DoninGA — Wed, 30 Sep 2020 18:21:56 GMT

@joe2sail wrote:

Received a message from Turbo Tax indicating I did something right and have been unenrolled from Advantage. I tried to subscribe to a different product but all it seemed to do was enter me into the on line program. Guess I'm old fashioned but I want to download the program to my own computer. That doesn't appear to be offered anymore Thank you to everyone who took the time to help me in this frustrating mission.

Just re-enroll -

How do I re-enroll?

To re-enroll, sign in with your existing login and select Sign up now. Do this by November 4 if you want to pre-order the 2019 tax year product.

After November 4, only 2020 tax year products are available for pre-order in TurboTax Advantage. The 2019 version will be available for purchase at TurboTax.com.

Or wait until mid-November when the TurboTax desktop CD/Download editions will be available for tax year 2020. Then purchase from the TurboTax website - https://turbotax.intuit.com/personal-taxes/cd-download/

Re: I want to change product selected

DoninGA — Wed, 30 Sep 2020 18:25:59 GMT

There is a typo in the re-enrollment notice. It should read 2020 and not 2019.

This is how it should read...

How do I re-enroll?

To re-enroll, sign in with your existing login and select Sign up now. Do this by November 4 if you want to pre-order the 2020 tax year product.

After November 4, only 2021 tax year products are available for pre-order in TurboTax Advantage. The 2020 version will be available for purchase at TurboTax.com.

Re: I want to change product selected

Critter-3 — Wed, 30 Sep 2020 18:40:13 GMT

The "Advantage" program is really just a marketing tool to capture market share before the program is available thus locking you into the TT product as most users will not try to cancel the service in a timely manner. For instance if you order it now, and you are charged when the program download is available sometime in November the refund policy only gives you 60 days from purchase to ask for a fee refund and since most of the forms are not operational until late January ( or later) the window for a refund of fees has effectively closed ... what a good deal for Intuit.

IMHO there is no real advantage to the ADVANTAGE program any longer so just buy the program from a reputable reseller for less and cancel your advantage account. Many legitimate resellers have discounts on the program and the price usually goes down as the season continues ( cheaper in March than in December) but beware of deep discounts from unknown sources as they could have malware or worse imbedded in them ... if the price sounds too good to be true it is. AND all the downloaded programs have all the same forms so save a few bucks and just but the Deluxe (Basic if you don't need a state program) and watch closely as the Deluxe is sold outside of TT system both with & without the state program.

There are only 3 so called "advantages" any longer ... https://turbotax.intuit.com/personal-taxes/cd-download/advantage/

1) phone support from a dedicated number (word in the forum is you don't get any faster service using that number) even if you remember there is a dedicated line to call ( most do not).

2) free shipping/download as soon as it is available ( most places give free download ... and you don't really need the CD ever as it only has the beta version of the program on it anyway ... after installation you always have up update it AND no one needs the first beta version of the program in November which is not really fully operational until late January at the earliest ... some forms & states not until March some years. If you need to do any tax planning for the next tax year you need to use the prior year program which is already fully operational)

3) free re-downloads for 3 years ... all sellers do the same or you can always ask TT for another download for free

Re: I want to change product selected

joe2sail — Tue, 06 Oct 2020 17:16:18 GMT

Thank you. Now it all makes sense if anything can make sense in this senseless world.

Re: I want to change product selected

J4wg — Wed, 09 Feb 2022 04:46:59 GMT

I paid the apple and need windows

Re: I want to change product selected

mesquitebean — Wed, 09 Feb 2022 05:46:47 GMT

@J4wg wrote:
I paid the apple and need windows

I'll assume you bought a download of the Mac version. If you bought the CD, however, it already has both Mac and Windows version on it.

If you purchased the wrong download from TurboTax, here's how to phone Customer Support to ask for the Windows version of the installation file.

Hours are currently 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Re: I want to change product selected

kdhorlock — Thu, 21 Mar 2024 02:35:58 GMT

there are no tools in the side bar. there doesn't seem to be a way to change the product I have purchased. I just want to downgrade to a less complex options. I have home & business. and I just need a plain old format without all the business stuff. Is there anyway to do this?

Re: I want to change product selected

mesquitebean — Thu, 21 Mar 2024 03:59:41 GMT

@kdhorlock wrote:
there are no tools in the side bar. there doesn't seem to be a way to change the product I have purchased. I just want to downgrade to a less complex options. I have home & business. and I just need a plain old format without all the business stuff. Is there anyway to do this?

Your situation is not completely clear in that paragraph.

If you are using desktop software, there is no left-column menu that contains "tax tools." Why are you looking for Tax Tools? That's used by ONLINE users who wish to downgrade from Online Premium or Online Deluxe to a lower edition.

Since you said "Home and Business" I assume you are referring to desktop software and that you installed the software on your computer using either a CD or a downloaded installation file. Is that correct?

You wrote: "I just need a plain old format without all the business stuff."

How did you end up with the "Home and Business Edition?" I don't know what TurboTax edition you used in the past, and "plain old format" is not enough info to know if you used desktop software or Online TurboTax. Are you saying you don't have a self-employed business and don't require a Schedule C for a business? In the past were you using a lower desktop edition via software installed from a CD or download? Or were you using Online TurboTax (web version through a browser)?

There is not an easy way to downgrade desktop software Home and Business Edition to a lower desktop edition, but it can be uninstalled then a lower edition installed. i.e., if you're in your 60-day window, you could get a refund for it through TurboTax Support, then you could either purchase a lower desktop edition to install (after doing a complete uninstall of Home and Business), or one could use Online TurboTax (web version).

NOTE: A desktop purchase of Home and Business cannot be used to pay for an Online product if you were to switch to Online TurboTax.

Desktop Premier includes a state program download.

Desktop Deluxe comes in 2 versions--a combo version that is Federal and State, or a Federal-only version with no state program.

Desktop Basic is a Federal-only product. With Basic, if you end up needing a state program there is an additional fee, and Basic cannot import from ItsDeductible.

In all the desktop products there is a $25 fee to efile a state return (except no fee for NY state.)

Re: I want to change product selected

xbillmh — Mon, 24 Mar 2025 17:54:53 GMT

So sick off Turbo Tax's scamming of customers. Products and features with prices should be clearly disclosed when the return is started. It is impossible to not get used into the premium product now, then you start a return and there is no way to change to a lower-cost product. Enough Turbo Tax! You are already have been outed for defrauding people by the FTC over your "free"product. Why don't you clean up your act?