Can I use a cheaper version of Turbo Tax, since I am no longer self=employed?

[nancymiller123]

Why can't I use the basic (or deluxe) version of Turbo Tax.  I used Home and Business for 2016, but don't need it for 2017, and do not want to pay for the more expensive version.  How can I fix this?

[MeganS · Accepted solution]

You can downgrade using the clear and start over feature. However, you will be required to restart your return. Please keep in mind that our various TurboTax programs handle different tax situations and their associated forms.

In TurboTax Online, you can erase your return and start from scratch as long as you haven't submitted payment, deducted the TurboTax fee from your refund, or registered.

1. If you haven't already done so, sign in at TurboTax.com and select the blue Take me to my return button.
2. On the welcome back screen, in the left-side menu, select Tax Tools, and then select Clear & Start Over (see attached Tax Tools)
3. Answer Yes in the pop-up to confirm.

[clj1021]

I have a couple of problems.

I had used the turbo tax home and business for several years.  For 2020 I no longer had a side business.

I also had to purchase a new laptop but is doesn't have a disc drive.  I need to down load my Turbo Tax via the internet, how do I do this.

[DoninGA]

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@clj1021 wrote:

I have a couple of problems.

I had used the turbo tax home and business for several years.  For 2020 I no longer had a side business.

I also had to purchase a new laptop but is doesn't have a disc drive.  I need to down load my Turbo Tax via the internet, how do I do this.

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Go to this TurboTax website to purchase a download of the 2020 desktop editions - https://turbotax.intuit.com/personal-taxes/cd-download/

[VolvoGirl]

Do you need to buy the program or download 2020 you bought?  And ps... All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. 

You can buy the download here

https://turbotax.intuit.com/personal-taxes/cd-download/ 

Or did you start 2020 on the old computer?  Are you using Windows or Mac?

For Windows....

You only need the file ending in .tax2019 to transfer into 2020.

Your tax files end in .tax or .tax2017, .tax2018 or .tax2019 etc.  They should be in your Documents in a Turbo Tax folder.  You should also have the pdf files of each year.  Or search your computer for all files ending in .tax.  Also if you haven't done it,  I would open each year in the program and save it as a PDF file, go to File-Save to PDF so you don't need the program installed to view or print your return in the future like to get a mortgage or loan, etc.

What I would do is just copy the whole Turbo Tax folder that is under your Documents.  That should be where the .tax files and pdf files are stored.  Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them.   Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.

The programs need to be installed from the CD or download them again.  You don't need to install them unless you need to amend or open a return.