Can I Switch Back to a Lower-Priced TurboTax?

Based on your needs and tax situation, TurboTax may offer or recommend one of our higher-value products when you start your tax return, or while you are preparing it. You may have accepted one of these offers to take advantage of additional features and tax guidance that better fit your tax situation.

TurboTax offers these product recommendations while clearly disclosing your options. We want you to use the version of TurboTax that best fits your tax situation, but the choice to upgrade – or not – is yours.

TurboTax never upgrades you without your consent.

TurboTax provides several products to help you easily prepare and file your return. The best product for you depends on your tax situation, help needs and level of tax preparation experience. If you select a TurboTax version that does not meet your needs, we offer you options to move up as you go.

If you think you want to use TurboTax Free Edition, please keep in mind that Free Edition is for taxpayers with very simple returns (Form 1040EZ filers) – in other words, taxpayers who don’t need help or guidance while preparing their simple tax returns.

TurboTax Free Edition is not recommended for returning users because it does not transfer your information from last year. So if your situation is more complex, you want added guidance, or you’re a returning customer, TurboTax Basic or Deluxe would be better choices for you.

Click the image to enlarge the TurboTax comparison chart.

If you upgraded accidentally or did not realize you were using a higher TurboTax version and want to downgrade to a lower level product, contact us to apply for a downgrade.

Choose the Chat or Phone option and tell the agent you would like to apply for a downgrade.

The Agent will ask you a few questions and briefly review your account. Within minutes, the Agent will either issue a one-time downgrade code (if approved) or explain why your request was declined.