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Level 1
posted Apr 1, 2023 3:34:49 PM

Why can't I downgrade from LIVE!?

I have used TurboTax for years and love how they help average people do taxes, but recent price increases and hidden costs are causing me to rethink my commitment. TurboTax automatically assumed I wanted to use the LIVE package again this year and didn't have an option to downgrade, even when I never used the LIVE service (chat with tax experts). I finally used the customer support link to chat with a representative about this and they said my only option was to erase everything and start over. This is ridiculousness! I spent several hours entering information and I don't want to start over - just because they can't downgrade. They don't have any issues adding services mid-process. They should be able to tell I didn't use the service and let me downgrade at the end. I'm paying an extra $100 for a service I never used! LIVE does come with other features as well - but I don't really want those either. I went ahead and submitted this year, because I didn't want to start over, but am thinking about shopping around more next year.

1 8 6176
8 Replies
Level 15
Apr 1, 2023 4:47:51 PM
Level 15
Apr 1, 2023 5:07:52 PM

"I don't really want those either. I went ahead and submitted this year, because I didn't want to start over,"

 

That's exactly what Intuit TurboTax is counting on. It seems to be working for them

 

@Nate-Kory 

New Member
Apr 15, 2024 7:52:48 AM

Yes, agree 100% this is RIDICULOUS. I had no idea there is an extra $100 charge because I started with LIVE - which I wasn't planning to use and didn't use. This comes close to fraud for me - I've used TurboTax for over ten years and knew what the fee were and WHAM this year I'm stuck with an extra $100 - or start over. Sorry to be so blunt but F-U Intuit. 

Level 15
Apr 15, 2024 7:57:17 AM
Level 1
Jan 23, 2025 7:16:44 PM

using the clear and start over feature doesnt work -- it still keeps you in the live program and there is no way to switch product  to DIY

Level 15
Jan 23, 2025 7:17:52 PM
New Member
Jan 23, 2025 9:18:44 PM

this will down grade your VERSION but not the SERVICE LEVEL (ie, diy, live, full service)

Expert Alumni
Jan 30, 2025 9:04:47 AM

Using Clear and Start Over, you will need to choose which TurboTax version you want to use to start again, so that you will no longer be in TurboTax Live at that point.

 

Here's more info on How to Remove TurboTax Live:

 

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.

 

@n1ne2fiv3