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New Member
posted Jan 22, 2020 11:03:12 AM

I want to remove the TurboTax max how do I do that please

0 8 4873
8 Replies
Expert Alumni
Jan 22, 2020 11:23:22 AM

As long as you haven't paid your Turbo Tax fees yet, you can remove the Max package:

  1. Select File on the left.
  2. Continue until you get to Step 1 Review your order, then select Start.
  3. When you get to your order summary, scroll down to Max Benefits, click on Remove at the bottom of the section. 
  4. On the following screen, select Remove MAX to confirm you want to remove those benefits. 

That will remove the Max Benefits and adjust your total fees. 

New Member
Jan 22, 2020 2:32:02 PM

I would like to remove mine and I have already paid for it. how do I get a refund?

Intuit Alumni
Jan 23, 2020 3:44:57 PM

If you have already paid for the fees, then the only option to discuss a refund is to speak with our customer service specialists. 

 

You can contact a specialist by following the instructions below. 

 

  1. Sign in to TurboTax Online if you're not already signed in.
  2. Select Search in the upper-right corner and then Contact us.
  3. Enter your question, select Let's talk.
  4. Select Get the number then follow the instructions to call us
    • Free Edition (without PLUS): When you select Talk to a specialist, you'll be asked to add PLUS benefits first.

The above is the best and most efficient way for you to connect with the right person so that you can get the help you need. If you still require assistance, you can contact us at (800) 446-8848.

Returning Member
Apr 9, 2021 11:42:05 AM

I have already completed my 2020 Federal tax returns through Turbo Tax online and ready to efile my returns. However, the MAX BENEFITS portion of the process, I have been directed to review my personal info and I did. The personal info on my returns has been thre same in previous years returns. I am a retired USAF retiree residing in the Philippines for many years now. I have not been submitting any State returns. My goal is to allow your online program to efile my returns. Please note I have aleady paid Turbo Tax for this 2020 tax returns. Please reply to me through my email [email address removed].  If you need more information please ask. Thanks to your responsiveness. I have been a loyal Turbo Tax customer. 

Intuit Alumni
Apr 9, 2021 12:20:10 PM

We are unable to see your records in this public forum. Please click here for information regarding the removal of MAX benefits. If you need additional assistance, please click the link below to help get you connected to the right person.

 

What is the TurboTax phone number?

New Member
Mar 12, 2022 4:07:55 PM

I want to opt out of Audit Defense.  How can I do it?

Level 15
Mar 12, 2022 4:15:01 PM

@kannan_95391   Are you in California?  Are you using Online or the Desktop program?  I found these 2 articles

 

Remove MAX
https://ttlc.intuit.com/community/downgrading/help/can-i-remove-max/00/26691


Remove Premium Services with Audit Defense for California filers
https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-premium-services/00/26266

 

Level 15
Mar 12, 2022 4:23:47 PM

Ok I looked around and wrote this up.  This should cover every way you added Audit Defense.

 

You get Audit Defense when you purchase PLUS Help & Support, MAX Defend & Restore, or Premium Services for Turbo Tax Online or Audit Defense for Turbo Tax CD/download
https://ttlc.intuit.com/community/choosing-a-product/help/which-returns-are-eligible-for-audit-defense/00/25775


So to remove Audit Defense you need to remove Plus or MAX or Premium Services,
Remove MAX
https://ttlc.intuit.com/community/downgrading/help/can-i-remove-max/00/26691


Remove PLUS Benefits
https://ttlc.intuit.com/community/downgrading/help/can-i-remove-plus-benefits-before-i-pay/00/26429


Remove Premium Services with Audit Defense for California filers
https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-premium-services/00/26266