I have already paid for Plus and entered my bank deposit info, but then clicked on the deluxe to see how my return would change. It's not enough to make sense so I want to stay at Plus but it won't let me downgrade now. I'm literally to the point of filing, and I DO NOT want to clear and start over.
Unfortunately, the only way to downgrade in TurboTax Online is to Clear and Start Over.
That's a horrible answer and makes me want to start over with a different provider if I have to start all over again. You pushed me into self-employed version then did not give anything better than the standard deductions.
@aaronfish4I am debating that right now. shocked when I saw an extra charge. Just doubled my bill. I will use someone else next year
You can downgrade the TurboTax version you are using by using our clear and start over feature in TurboTax Online as long has you haven't submitted payment, deducted the TurboTax fee from your refund, or registered, please see this TurboTax FAQ for more information:
Turbo tax is trash for doing it like this. For sure last year I file
You may be able to remove fees as well as downgrade to another version of TurboTax.
Review My Fees to find out what fee or fees that you are being charged.
Now you can see what you have been charged. This TurboTax Help will give you information how to remove a state tax return and/or charges that you do not want to pay.
To remove all fees and start over, you can click Tax Tools, then Clear and start over at the bottom left of the screen.
I agree. Horrible way of doing business. No more turbo tax after this.
This literally just happened to me. I don't know WHY I'm I Self Employed. I've used TurboTax for years and would never have knowingly chosen Self-Employed. There NEEDS to be a DOWNGRADE option.
The following does NOT allow you to remove fees related to versions. Nor can you remove / downgrade in the FILE section.
"You may be able to remove fees as well as downgrade to another version of TurboTax.
Now you can see what you have been charged. This TurboTax Help will give you information how to remove a state tax return and/or charges that you do not want to pay."
You can try to downgrade to a lower version but you will have to clear and start over. If you have registered you might not be able to clear.
If you have registered or it won't let you clear to start over you can just abandon this account and start over with a new account. How to start another return in the Online version
Or see if you qualify for the Free File program. You can start it at a special website. It may even bring over your return so you don't have to start over. Click on Sign In at the top right
How to switch to the Free File website
Or one thing you can do is buy a lower version of the Desktop program like Deluxe. Then you can switch from Online without starting over. You can download the .tax2019 file from online for free and open it in the Desktop program (any version). And the Desktop program has several other features and benefits over the Online version too.
How to switch to Desktop
Why would I say "Thanks" to that answer? I'm already paying you to file my taxes, yet every 5 steps I'm pressured to upgrade. THEN, I'm falsely told I NEED to upgrade, and the only way to undo it is to start over completely? I've used Turbo Tax my entire tax life. Until now. If I have to re enter all of my information, it's with another company. Get bent TurboTax. You just lost a customer.
yea, when i came back to finish it looked like it had downgraded me so i tried to get back to premier... ended up in live, which i dont want and now cant go back
don't want to start over obviously, but i'm going to shop around first now before restarting... they really ought to fix this unless it is actually working to corner people into just accepting their highest price service or w/e, wicked
lol are you kidding, you can't implement a feature for this, and this is the official response i'm most definitely changing services now though i'm sure more people just give up and pay the extra
i would too but on principle i cant, because it seems unethical like you're trying to corner consumers
you know probably 75% or at least better than half of people are just saying screw it and paying extra but how easy would it be to have a downgrade function lol they must be trying to take that money
One thing you can do is buy a lower version of the Desktop program like Deluxe. Then you can switch from Online without starting over. You can download the .tax2020 file from online for free and open it in the Desktop program (any version). And the Desktop program has several other features and benefits over the Online version too. See the Desktop CD/Download programs here, https://turbotax.intuit.com/personal-taxes/cd-download/
How to switch to Desktop
I need to file Injured Spouse form with my taxes but I bought Turbotax Deluxe for 2019. How can I get the form which is needed to file with my taxes? Do I need to file by mail of can I attach the form to my efile return?
100% agree. I will be canceling my Quickbooks subscription and will not be using TurboTax next year because of this. I filled out my entire tax form only to find out I can't downgrade even though I am done. I have a 9 week old and don't have time to clear and start over. This is a HORRIBLE service. Can't believe there's no way to remove the charge before you're finished if you haven't used the service.
Who has time to return and start over when they've already spent hours filling out the forms? This is ridiculous.
@courtneyannak You have posted to a thread that has had no activity for three years. We do not know what your issue has to do with Quickbooks or what you are actually trying to do. However, if you have already registered, e-filed or paid, it is too late to clear and start over in a lower version of the online software. Or if you do clear and start over---you really do "start over" from scratch ---your information is not saved or entered into the lower version.
We cannot tell what service you are saying you did not use. We cannot see your account or your tax return.
If you have not registered, paid or e-filed you can clear and start over in a lower version of the software.
CLEAR AND START OVER
https://ttlc.intuit.com/questions/2586254-how-do-i-clear-and-start-over
https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp
WHY DO I HAVE TO PAY? I WANT THE FREE EDITION
The information that you can enter in Free Edition is pretty limited now. Thanks to the new tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's. Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition. Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.https://ttlc.intuit.com/questions/4511011-what-happened-to-the-1040a-and-1040ez If you started in the Free Edition and entered any data that required any of those three schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.
When you chose to “start” in the Free Edition —
Directly below the words “Free Edition” there is a blue link that says “For simple tax returns only” If you click that link it brings up this information:
You can file with TurboTax Free Edition if you have a simple tax return.*
*A simple tax return is Form 1040 only.
Situations covered in TurboTax Free Edition include:
Situations not covered in TurboTax Free Edition include:
How does TurboTax make any money?
Customers with more complex tax situations will file with our paid TurboTax products that provide all the additional forms and guidance they need. We also offer additional benefits that go beyond filing your taxes, but they are optional and are not required to file simple taxes for free. We hope that, over time, as our customers with simple returns need more capabilities as their financial situations change (for example owning a home, having a child, managing investments), they have loved our products and services so much that they will choose our paid TurboTax offerings to prepare and file their returns.
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
https://apps.irs.gov/app/freeFile/
Or—if you live in certain states you may be eligible to use the new IRS Direct File
( AZ, CA, FL, MA, NH, NV, NY, SD, TN, TX, WA, WY )
How can I see my TurboTax fees?
https://ttlc.intuit.com/questions/2565973-how-do-i-review-my-fees-in-turbotax-online
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :