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Returning Member
posted Apr 24, 2022 10:36:59 AM

Can I convert a TurboTax Assist and Review Premier return to a TurboTax Premier return without losing the data which I've entered?

I selected the TurboTax Assist and Review Premier type of return for myself and my spouse since we've foreign income. I've entered majority of the data through the forms but have not filed yet. But I know that I'll not require tax expert assistance and I can file return myself. Can I convert it to a TurboTax Premier return and copy all the data that I've entered?

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3 Replies
Moderator
Apr 24, 2022 11:23:20 AM

No. Unfortunately, there is no way to downgrade a TurboTax return. 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.

Returning Member
Apr 24, 2022 12:32:58 PM

Ok, got it. Is there any way of copying my profile information and any other additional information from the return I started to the new return under Turbo Tax Premier?

Intuit Alumni
Apr 29, 2022 1:22:16 PM

Unfortunately, short of taking screenshots, this is not possible.

Thank you for choosing TurboTax.