Unfortunately, there isn't a way to downgrade products without erasing what you have already entered.
In TurboTax Online, you can clear and start over as long as you
haven't paid or registered yet (free users are asked to register their
accounts before they file).
Note: You can’t clear and start over using the mobile
app. Instead, log in to your TurboTax account from a desktop or mobile browser to clear
and start over.
- Sign in to
TurboTax Online and open your return by clicking the orange Take
me to my return button.
- With your
screen maximized, click My Account
(at the top of your screen toward the right) and select Clear
& Start Over. (If on a tablet or phone, you may find the Clear & Start Over
option by clicking the three parallel lines, or “hamburger”, in the top
left corner.)
- Answer Yes to Are you sure you want to clear your
return?
- 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.
A reason you might want to clear and start over is if you think you’re in a
higher-priced version of TurboTax and don’t need to be. Have a look below under
Related Information for more details.
If you're signed in under last year's login, once you clear and start over
we'll automatically transfer last year's info over if you select the PLUS upgrade,
Deluxe, Premier, or Self-Employed. Federal Free Edition (without PLUS) does not
include the year-over-year transfer feature.
