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How do I switch to a cheaper TurboTax Online product?

SOLVEDby TurboTax33451Updated 7 days ago

There are two ways to switch to a cheaper TurboTax Online product: Switch to Free, and Clear and Start Over.

You can’t switch if you already paid with a credit card or had your TurboTax fees deducted from your refund.

Switch to Free

If you started your tax return in TurboTax Free Edition, you can go back to Free Edition by selecting Switch to Free Edition in the left menu (below Tax Tools). The Switch to Free Edition option appears if you started your return in TurboTax Free Edition and upgraded later. Selecting this option retains all of the data you’ve entered so far.

Note: TurboTax Free Edition is for customers who are filing Form 1040 and limited credits only. Roughly 37% of taxpayers qualify. If you have additional forms or attachments, you’ll need to use a different TurboTax product. Each TurboTax product supports different tax situations and forms

Clear and start over

If you started in a different TurboTax product, you can clear and start over to switch to a lower-priced product. This option erases your info to give you a fresh start in the new product you've chosen.

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