Downgrade from Premium live to premium

Forum|Forum|11 months ago
April 15, 2025
1 reply
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I have read that you go to the left and chose switch products and chose downgrade. The only option is upgrade. I have filled out all my forms myself, have not used the live help chat button at the bottom right to avoid paying more, as I had previously read you can change it later. However don't see where to do that.

TT, Please advise how to change to premium only. I never used the live option chat and therefore definitely do not want to pay for it. Thank you!

TurboTax Premier Online

CatinaT1

You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do:

With your tax return open, select File.
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.
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.

Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live.

If not using Live you can follow these steps:

Follow these steps to downgrade to a different TurboTax Online product:

Open your return if you haven't already.
In the left menu, select Switch Products.
Select Downgrade.

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Colleen224Author

Unfortunately this did not work for me. I did not have the option to downgrade but I absolutely did not use any tax help. I specifically made sure not to as I did not want to pay that much. I had even researched upfront if I could change it, and it said at the end you could, but that was not the case. Honestly, was not real happy with how much it cost me to do my taxes this year, especially since I did not get any help but paid for it. Seems to just give you the live option up front and you don't have the option to not get live from the beginning, but to supposedly downgrade later.