How to downgrade my Turbo tax package?

eddiebintang · ‎October 29, 2019

Hi there,

Initially I was using TurboTax student package to file my return but the website prompt to suggest me to upgraded to student and business package as I indicated I had business income. But then I realize that the software doesn't support me enter business income from U.S..

How can I downgrade back to the student package as the business package is keeping asking me to enter business information for me to move forward.

Thank you.

rhino2 · ‎October 29, 2019

Unfortunately (and for reasons only Intuit understands, but aren't saying), you cannot downgrade a TurboTax Online return. You can create a new return (Tools>Return Manager) in the version you prefer, but you will not be able to transfer any information - you will have to start from scratch.

Caveat emptor.

View solution in original post

rhino2 · ‎October 29, 2019

Unfortunately (and for reasons only Intuit understands, but aren't saying), you cannot downgrade a TurboTax Online return. You can create a new return (Tools>Return Manager) in the version you prefer, but you will not be able to transfer any information - you will have to start from scratch.

Caveat emptor.

View solution in original post

eddiebintang · ‎October 29, 2019

Thank you for answering the question. That's too bad. I don't think I want to enter all the information all over again. I guess I will just have to bite the bullet and pay the higher price. Thank you!

cjm368 · ‎October 29, 2019

I've had the same problem, but I'm going to use a different companies software - turbotax is screwing us!

rielly · ‎October 29, 2019

Agreed!

syjsusan · ‎October 29, 2019

too bad

lr_morton · ‎October 29, 2019

that is why they trap you.. make you pay more and not let you down grade without starting over. even though the whole time they are trying to upgrade you. REALLY frustrated.

sachafournier · ‎October 29, 2019

I'm unable to use the Free version for my daughter. The system force me to upgrade to Deluxe version for FALSE reasons.

I used turbotax for years for me and my wife with no problems. But now, I have to change to something else.

HAL9000 · ‎October 29, 2019

In all fairness, from what I've seen of this year's TT Free version, it is overpriced. If you are looking for free tax software, you might want to consider alternatives:

http://www.cra-arc.gc.ca/esrvc-srvce/tx/ndvdls/netfile-impotnet/crtfdsftwr/menu-eng.html

I would add that if you use TurboTax for desktop, up to 20 returns are included.

History Fiend

Here is the current working link to CRA website with list of available free and commercial NETFILE software, https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/netfile-overview/...

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How to downgrade my Turbo tax package?