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How do I e file without the forced upgrade to premium ?

 
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2 Replies

How do I e file without the forced upgrade to premium ?

@ sambadiagne01  asked:  "How do I e file without the forced upgrade to premium?"

 

Please explain how you are using the word "Premium."   Are you referring to the product edition called Premium--an upgrade from the Deluxe edition?   

       Or are you referring to the Premium Services Bundle (with a $45 service fee), which filers in California have to purchase if they want to pay the TurboTax fees out of the Federal refund?    If you are a California filer and referring to Premium Services, you can remove that option and pay your TurboTax fees upfront by using a credit card, debit card, or a prepaid debit card you can buy in a store.   That will avoid the $45 service fee.  If that's what you are asking, we can tell you how.

 

Or are you asking about the Premium product edition?   What product edition is currently showing in the top left corner of your Online TurboTax account?  If it's trying to make you upgrade from Deluixe edition to Premium edition, then there must be something in your return that requires Premium edition, such as self-employed business, investment gains/losses, rental/royalty income, or the need to enter a K-1.

 

We can tell you more, but we don't yet know which of those "Premium" usages you are referring to. 

CatinaT1
Employee Tax Expert

How do I e file without the forced upgrade to premium ?

To see your fees, click on Tax Tools on the left side of the screen. Then click on Tools. You will see My Fees in the center of the screen. 

 

If you want to downgrade, this FAQ will tell you how: How do I downgrade to a different TurboTax Online product?

 

You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do:

  1. With your tax return open, select File.
  2. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order.
  3. On the order summary screen, select Downgrade.

If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs.

Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live.

 

If not using Live you can follow these steps:

 

Follow these steps to downgrade to a different TurboTax Online product:

  1. Open your return if you haven't already.
  2. In the left menu, select Switch Products.
  3. Select Downgrade.
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