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April 1, 2023
Question

My daughter is a student with a VERY basic return. The software is charging me for basic. How do I switch to the free version? Thanks

  • April 1, 2023
  • 1 reply
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    1 reply

    April 3, 2023

    Unfortunately, there is no way to downgrade a TurboTax product once it has been upgraded. You would need to create a new return and select the free version.
    Once you have started your new return, you can click on "View all tax returns" and click the small Trash Can next to the unwanted return to delete it.

    If your daughter is 25 or under she can do her return no matter the version for free and it will show only when ready to pay as $0. 

    If she is not 25 please see our list below to see what a free simple return includes.

     

    Simple tax returns include:

    Employment income

    Pension income

    Other employment income such as tips

    RRSP contributions

    Child care expenses

    COVID-19 benefits and re-payments

    Unemployment (EI) and social assistance

    Worker’s compensation

    Disability amount

    Worker’s benefit

    Amount for eligible/infirm dependents

    Tuition, scholarships, bursaries, grants, student loan interest

    Caregiver tax credit

    Disability transfer

    Home accessibility tax credit

    Tax on RESPs and RDSPs

    Tax installment payments

    Age amount

    Income, credits, and deductions not listed above are not covered by TurboTax Free, including:

    Employment expenses (meals, lodging, etc.)

    Donations

    Medical expenses

    Investment income and expenses

    Rental property income and expenses

    Self-employed income and expenses

     

    Thank you for choosing TurboTax.