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Last year I filed using expert help and it cost a lot more. I don't need that this year, but turbo tax is only giving me that as an option. How do I change this?

 
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2 Replies
Cynthiad66
Expert Alumni

Last year I filed using expert help and it cost a lot more. I don't need that this year, but turbo tax is only giving me that as an option. How do I change this?

It depends on how you started in TurboTax.

 

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.

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Last year I filed using expert help and it cost a lot more. I don't need that this year, but turbo tax is only giving me that as an option. How do I change this?

@Kade894966 

 

If you are in LIVE now, and have not used an agent yet...you can remove it

 

How do I remove TurboTax Live? (intuit.com)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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