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austinoum
New Member

How do I change my plan, if it's my first time, from deluxe to free?

 
3 Replies
ColeenD3
Expert Alumni

How do I change my plan, if it's my first time, from deluxe to free?

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.
  2. On the welcome back screen, in the left-side menu, select Tax Tools, and then select Clear & Start Over (click or tap the 3 lines in the upper-left corner if you don't see this menu).
  3. Answer Yes in the pop-up to confirm.
  4. After your entries have been cleared out, we'll prompt you to select a TurboTax product so you can start over from the very beginning.

 

However, if you have an entry that requires an upgrade, you will not be able to enter it unless you are using Deluxe.

 

Polv1767
Returning Member

How do I change my plan, if it's my first time, from deluxe to free?

When I first signed in I was given the deluxe version also, but there is a spot that says see other turbo tax products and that’s where I chose the free version! 

AlanT222
Expert Alumni

How do I change my plan, if it's my first time, from deluxe to free?

If you want to downgrade, use the clear and start over feature (you won't be able to do this if you've already submitted payment or deducted the TurboTax fee from your refund).  

However, each version of TurboTax is designed to handle different tax situations and their associated forms.  While you’re welcome to downgrade, you may miss some features — and you’ll be prompted to upgrade when those features are needed.  

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