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Level 3
posted Apr 6, 2023 4:09:23 PM

Need to downgrade my TurboTax edition from TY2021

I used the premier edition of TurboTax for TY2021 as I had an inheritance and a stock transaction.  For TY2022, I have only SS and pension income/RMD distributions to report.  I have not input my info yet as the program is still using the premier edition to calculate my taxes.  How do I downgrade to the deluxe edition?  Tax situations change from year-to-year.  It should be possible to select the edition that fits your current needs.

 

Thank you for your guidance.

0 4 1090
4 Replies
Level 15
Apr 6, 2023 4:13:19 PM
Level 3
Apr 9, 2023 4:28:59 PM

Hello Champ,

 

Thank you for the attached link!  As mentioned, I have not started my return for TY2022, so I do not get a Tax Tools menu.  It is not possible to change the edition before you input your taxes?  I appreciate your help and will give it a try.

Intuit Alumni
Apr 10, 2023 10:46:04 AM

If you are wanting to downgrade to a different version  of TurboTax you can do so by following the steps in this TurboTax FAQ here.

 

@DRSmith4health

Level 3
Apr 10, 2023 4:00:47 PM

Hello KatrinaLO,

 

Thank you for the attached FAQ link!  I appreciate your help and will give it a try.