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New Member
posted Jun 3, 2019 12:23:59 PM

How can I downgrade the turbo tax product and how do I remove premium service benefits?

0 3 1939
3 Replies
New Member
Jun 3, 2019 12:24:00 PM

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.

New Member
Jun 3, 2019 12:24:00 PM

That seems extreme if all I want to do is move to the easier return software rather than the deluxe. To clear and delete information that I've had stored there for the last 10 years just seems extreme and like a punishment because TurboTax can't anticipate additional fees from me.

New Member
Jun 3, 2019 12:24:01 PM

Agree.  Terrible customer experience