I used the Deluxe version last year and don't need it this year how do I change it when I sign in?

[Danyelle · Accepted solution]

There are a few ways this happens, including that there were forms to file requiring Deluxe.If you have home-related deductions, education expenses, medical bills, or other itemized deductions, and are doing your taxes online, the Free version might have needed to upgrade.

If none of this applies to you, here is how to downgrade.

You can downgrade using the Clear and Start Over feature but bear in mind that the different TurboTax "flavors" handle different tax situations and their associated forms.

For example, if you want to downgrade from Deluxe to Federal Free Edition and you're itemizing (Schedule A), you can clear and start over with the free edition, but once you enter your itemized deductions in the free edition, you'll be asked to upgrade to Deluxe.

Here is a short list of some common tax situations and the online products that now uniquely support them:

• Itemized Deductions (Schedule A/1040)- Deluxe, Premier, and Self-Employed
• Capital Gains or Losses (Schedule D) - Premier and Self-Employed
• Rental Income (Schedule E) - Premier and Self-Employed
• Profit or Loss from Business (Schedules C-EZ and C) - Self-Employed

If you are looking at TurboTax Federal Free Edition, keep in mind that this version is intended for taxpayers with very simple returns (Form 1040EZ filers with the standard deduction), for example first-time filers and students.