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Maxapple
New Member

Downgrade from TurboTax live to TurboTax deluxe

I’m currently in TurboTax live, by accident but started with TurboTax deluxe and want to go back to using TurboTax deluxe. I didn’t use the live help or anything. I’ve spent countless time working on my tax and do not want to clear all my work — I just want to downgrade and finish filing my taxes. The instructions I’ve seen thus far is not available to me. 

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3 Replies

Downgrade from TurboTax live to TurboTax deluxe

You should contact Support for this scenario.

 

What is the TurboTax phone number? (intuit.com)

JulieS
Expert Alumni

Downgrade from TurboTax live to TurboTax deluxe

Yes, you can remove TurboTax Live as long as you haven't used the Tax Expert feature. 

 

Here's how to do that:

 

 

  1. Sign in to your TurboTax account.
  2. Select File.
  3. Proceed through the screens until you reach the Just a few steps left, then select Start or Revisit next to Step 1: Review Your Order.
  4. On the order summary screen, select Downgrade.
  5. If you don't see Downgrade, or you have 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.

 

 

You can also call Support as tagteam suggests above. 

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Downgrade from TurboTax live to TurboTax deluxe

I hope this worked out for you. This is the most convoluted system to try to get to the right product from the beginning as it tries to upsell you right away and hides all the options. I am having to clear and restart like three times now because of the menus of only two products at a time being forced on me.

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