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I need to downgrade and not pay $79, but the downgrade option is not available.

My son has 2 W-2's and an 1099-INT and is getting $0/Owes $0. He should not have to pay $79 to file.
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2 Replies

I need to downgrade and not pay $79, but the downgrade option is not available.

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.

 

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2024 online tax return. Click on Clear & Start Over.

JohnB5677
Expert Alumni

I need to downgrade and not pay $79, but the downgrade option is not available.

You can try to access the Free edition

  1. Log into TurboTax
  2. On the left sidebar at the bottom
  3. Select Switch Products [Up Arrow]
  • Upgrade
  • Downgrade
  • Clear and start over

To view what you were charged for:

Gog into TurboTax

  1. On the left sidebar toward the bottom
  2. Click Intuit Account
  3. A screen with boxes will show up
  4. From the left sidebar
  5. Select Products and Billing

The Free edition is for very simple tax returns. 

You can start for free; however, if the software requires more advanced features, there will be an additional charge.

Situations covered (assuming no added tax complexity):

  • W-2 income
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

If none of the above steps resolve the issue, 

Please contact the TurboTax Support Phone Number

 

 

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