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New Member
posted Mar 4, 2024 3:37:28 PM

Hello - If I begin with one plan, can a change to a different plan later during my tax filing process?

0 2 1067
2 Replies
Level 15
Mar 4, 2024 3:46:04 PM

Yes,  you can always upgrade to a higher version or Turbo Tax will make you upgrade if you try to enter something your version doesn't cover.  If you want to go back to a lower version like the Free Edition you will need to clear and start over.

 

To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444

If you started your tax return in TurboTax Free Edition (Form 1040 with limited credits; roughly 37% of taxpayers qualify), you won't need to clear and start over. You can select Switch to Free Edition instead.

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

Or try the IRS Free File program
https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

New Member
Mar 4, 2024 4:08:37 PM

Wonderful - thank you so much!