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To downgrade, you'll need to clear and start over. Keep in mind that you won't be able to do this if you've already submitted payment or deducted the TurboTax fee from your refund.
I have been searching fruitlessly for an answer to my simple question thru all the "Help" options on the TT website & its related sites. The only answer I can find for changing my filing product is to START OVER! TurboTax is SUPPOSED to be a wonderful, user-friendly product that helps people do their taxes quickly & efficiently. For a MAJOR tax preparation company to require its customers to start over rather than be able simply to click a button is UNACCEPTABLE! Since TT employs a team of experts to make & manage their software & this should be an easy fix, I can only come to the conclusion that you have CHOSEN not to fix this problem. It appears to me to be a simple case of corporate GREED! You let the customer do all their work & be ready to file, then you give them an untenable choice. They can either pay for the unnecessary service or blow out all their information & start over. I'm sure that this forces most people to pay for the upgrade that they don't want or need so that they can get their money quicker & save time.
I went with another company in 2020. I didn't like them so I came back to TurboTax. I will call Customer Service on Monday (this is the weekend & they aren't open). If they can't help me do this very simple change & tell me that I have to start over or pay the extra fee, I will start over. I'll start over with ANOTHER company! We'll also be sure to tell all our friends & acquaintances to be careful so that TurboTax doesn't cheat them like they tried to cheat us!
You may not like the answer but it is the only way to downgrade TT products is to start over and FYI it is the same with most of the other DIY options.
@fakermage If you want to use a lower version without losing your entries, one thing you can do is move your Online file to a lower Desktop program and continue without paying for Online or needing to reenter your info. All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. Plus the Desktop programs have several more features over online.
To continue in the desktop version see this…….
After you get the program installed the first thing to do before you open your tax return .tax file is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to FILE - NEW).
You can buy the CD/Download here,
https://turbotax.intuit.com/personal-taxes/cd-download
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