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New Member
posted Apr 7, 2025 8:29:20 AM

I used DIY last year but now it is pushing me to assisted. How do I get out of that offer and go to DIY?

Stuck in the live assisted offers page but want to go to the DIY section since that is what I used last year. Seems that the callback lines are swamped due to tax season overload.

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1 Replies
Expert Alumni
Apr 7, 2025 8:38:10 AM

If you started in TurboTax Live

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.

 

If you started in a different TurboTax product but added TurboTax Live

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.

 

TurboTax FAQ: How do I remove TurboTax Live?