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Level 1
January 30, 2022
Solved

unwanted upgrade

  • January 30, 2022
  • 1 reply
  • 25 views

I filled out my taxes using the Free Edition version. Very simple. One W2, no dependents, no nothing.
Somewhere along the way it kicked me to "Deluxe" and wants $39 to file my zero refund/zero due forms!
I cannot find a way to downgrade. Does anyone know how to do that? Do I have to delete the account and start over?

Best answer by DoninGA

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 2021 online tax return. Click on Clear & Start Over.

1 reply

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
January 30, 2022

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 2021 online tax return. Click on Clear & Start Over.