TurboTax continues to grow in popularity as a result of its excellent tax preparation services. You may go into your TurboTax account and e-file your federal or state taxes from the comfort of your own home or while on the move. TurboTax Basic, TurboTax Premier, TurboTax Deluxe, and TurboTax Home and Business are the different TurboTax editions. However, you may find yourself in a situation where you have purchased a specific edition of TurboTax but wish to downgrade and acquire a different one.
Such circumstances may prompt you to look for a way to downgrade TurboTax. Read this page carefully to learn how to switch to a different TurboTax edition after you’ve already purchased one.
How To Downgrade TurboTax?
You must utilize the “Clear and Start Over” function if you purchased the incorrect version of TurboTax and now need to downgrade it. The following is a list of the processes involved in downgrading TurboTax online:
Navigate to the “My Account” option after logging into your TurboTax account.
Choose “Clear & Start Over” from the drop-down menu.
You’ll now be transported back to the start of your tax return, where you may re-enter your data for the 2020 tax year.
How to Downgrade TurboTax 2021?
For example, if you purchased the TurboTax Premier edition and now wish to replace or downgrade it, you may first contact the reseller, if you acquired it via an e-commerce site, and request a replacement. If you bought the TurboTax edition from an IT software store and now wish to downgrade TurboTax, you can request a replacement and a refund for the difference.
Downgrade TurboTax to Basic Using Mobile App
If you’re using the TurboTax mobile app and want to downsize from Deluxe to Plus TurboTax, you’ll need to delete all of your previous returns and start again. This is what you must do:
- Log out of your TurboTax account on your phone by going to the Menu option in the upper-left corner.
- To log in to turbotax.com, open a web browser and utilize the app login.
- Click the menu on the left-hand side, then pick tax Tools.
- Select the “Clear & Start Over” option on the following screen.
- When a confirmation pop-up appears on your screen, select Yes.
- At the bottom of the left-hand panel, select the “Logout” option.
- Finally, check the TurboTax mobile app to see whether you have downgraded from TurboTax.
How to delete TurboTax Account?
Accounts with TurboTax cannot be deleted. You can delete any data you input utilizing the Clear and Start Over function as long as you haven’t paid your TurboTax Online charge (or enrolled for a free version).
The law compels Intuit to keep copies of your return once you’ve paid or enrolled. All accountants, CPAs, and other professional tax preparers must meet these standards. (Fees paid through Refund Processing and pre-paid codes are also considered “paid.”)
You may, however, disable a TurboTax account by following these steps:
Sign in to your TurboTax Online account, select Contact, and type your question to speak with a live professional. You must be using a TurboTax premium edition.