topic Choose tax plan in Get your taxes done using TurboTax

Choose tax plan

Quadhelix123 — Fri, 16 Oct 2020 05:06:15 GMT

Need to change turbotax plan

Re: Choose tax plan

xmasbaby0 — Fri, 16 Oct 2020 05:23:11 GMT

If you want to downgrade to a less expensive version you can clear and start over--but it means really starting over, unless you qualify to use Free File and can switch to it.

CLEAR AND START OVER

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

If you qualify to use it, there is another full-featured free version of the software:

Try Free File:

You qualify if your income was $36,000 or less, or $69,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program

https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-free-file-program

Note: If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software.

Online Deluxe $60 State software $50

Or—-Use this IRS site for other ways to file for free

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

Re: Choose tax plan

xmasbaby0 — Fri, 16 Oct 2020 05:26:20 GMT

E-filing and online tax preparation shut down after the deadline tonight, so in order to finish preparing your return you will need to download the desktop (CD/download) software to finish entering your data. Your return will have to be printed, signed and mailed.

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.

Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.

If you are getting a refund, there is not a penalty for filing past the deadline. If you owe taxes, the interest/penalties will be calculated by the IRS based on how much you owe and when they receive your return and payment. The IRS will bill you for this; it will not be calculated by TurboTax.