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kaliam30
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I don't want turbotax Deluxe. Please put me back to TurboTax FREE. and don't tell me I need to hit the "Start Over" link, because it's not there

 
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2 Replies

I don't want turbotax Deluxe. Please put me back to TurboTax FREE. and don't tell me I need to hit the "Start Over" link, because it's not there

The Clear & Start Over link is most certainly available when using the TurboTax online editions.

 

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2018 online tax return. Click on Clear & Start Over.

 

If you do not see any links on the left side of the online program screen, then click on the 3 horizontal bars at the top left of the online program screen to open the left side column.

 

I don't want turbotax Deluxe. Please put me back to TurboTax FREE. and don't tell me I need to hit the "Start Over" link, because it's not there

If you started out in Free Edition (which is free for Federal and State),  you may have been forced to upgrade to Deluxe due to a situation in your return that Free Edition cannot handle.    Or perhaps you may have started out in Deluxe by mistake.

In any case the regular Free Edition is more limited this year due to tax law changes.    If you need any of the new Schedules 1-6, for instance, then you can't use Free Edition.    You can read about the new schedules at the link below.  If you click the blue "see schedule" link there, it will show you what each schedule looks like.

https://ttlc.intuit.com/questions/4511015-what-are-the-new-schedules


Here are some common things that cannot be handled by the regular Free Edition:

     Itemized deductions
     Business or 1099-MISC income
     Sales of stocks/mutual funds/bonds
     Rental property income
     Foreign Earned Income
     HSA
     Credits, deductions and income reported on the new schedules 1–6, such as the Student Loan Interest Deduction

 
If you are sure you could use the regular Free Edition, you could downgrade from Deluxe to Free Edition, as long as you have not paid or registered.  You would use the feature "Clear and start over."   Here's how:
 
If it won't let you clear and start over, or if you want to use a more powerful free product, TurboTax also  has another free product called the TurboTax Free File Program.  It is free for both Federal and State--IF you meet just one of the qualifications.   It can handle all the usual forms without the limitations of regular Free Edition. 
 
You have to meet only ONE of these qualifications:
 
1) 2018 AGI of $34,000 or less
or
2) Eligible for EIC (earned income credit)
or
3)  Active duty military including Reservists/ National Guard with military W-2 and 2018 AGI of $66,000 or less
 


NOTE:  If you switch to Free File Program by that method, and find out later you don't qualify,  you won't be able to go back to regular Online TurboTax in that same account.  So instead of switching that way, if you wish you could start a new account (User ID) at the Free File Program website, which would maintain the option of returning to the other Online TurboTax account, if necessary.

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