How do I switch to a cheaper TurboTax Online product?

There are two ways to switch to a cheaper TurboTax Online product: Switch to Free Edition 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

You can use Free Edition by selecting Tax Tools in the left menu, then Switch to Free Edition. Selecting this option keeps all 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.

Clear and start over

You can also clear and start over to switch to a different product. This option erases your information to give you a fresh start in the new product you've chosen.