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New Member
posted Feb 20, 2024 4:59:26 PM

How do I change the version of turbo tax I am using?

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7 Replies
Moderator
Feb 20, 2024 5:08:57 PM

Are you using TurboTax Desktop or TurboTax Online? Do you want to upgrade or downgrade?

New Member
Feb 20, 2024 5:58:52 PM

I’m using the online version for my daughter under 19, it was free and is now charging $15 and I want to downgrade. It is a super easy return, I don’t need any help.

Moderator
Feb 20, 2024 6:08:15 PM

Unfortunately, once you have upgraded or added features to your TurboTax return, there is no way to downgrade or remove the extra features. You would need to create a new return to go back to the original product. 

 

To start a new return, select “Start a New Return” from under “My Returns” in the top left corner. Once you have started your new return, you can select “View All Returns” from under “My Accounts & Returns”. Then delete the unwanted return by clicking the small Trash Can next to it or “Delete” under the return’s name.

New Member
Jan 24, 2025 3:44:16 PM

I purchased the online deluxe version thinking it was the downloadable  version. I have have not installed the user key yet. How can I change it. 

Moderator
Jan 24, 2025 4:06:15 PM

@Nancywagg The codes for TurboTax Online will not work with TurboTax Desktop & vice-versa. If you bought the wrong version, you can get a refund and then buy the one you need.

If you bought TurboTax from a retailer (ex: Costco, Staples, Walmart, etc), please use this form to get a refund

 

Make sure you add a clear screenshot or picture of your receipt, showing the date of purchase, name of the store, software you bought and price paid.

 

Thank you for choosing TurboTax.

New Member
Feb 8, 2025 11:15:51 AM

I purchased Deluxe Online Version and did go so far as to transfer my personal info from 2023 to 2024.  Then I realized this was not the download version.  I do not feel comfortable with my sin number and birthdate, etc. on your company servers.  I actually wanted the Standard download version.  How can we fix this?  Can someone telephone me?

Moderator
Feb 8, 2025 11:48:48 AM

@smlb64 If you bought the wrong version, you can get a refund and then buy the one you need. If you bought TurboTax from a 3rd party retailer (ex: Costco, Staples, Walmart), please use this form to get a refund
 

Make sure you add a clear screenshot or picture of your receipt, showing the date of purchase, name of the store, software you bought and price paid.

 

Thank you for choosing TurboTax.