How to Remove TurboTax Live Premium?

If you’re wondering how to remove TurboTax Live Premium, you’re not alone-many users accidentally add this upgrade or realize too late that they don’t need the extra features. TurboTax Live Premium includes access to tax experts and other premium services, but it also comes with a higher price tag. The good news: you can remove TurboTax Live Premium as long as you haven’t used the Tax Expert feature or completed your order. Here’s a step-by-step guide to downgrading your TurboTax product and avoiding unwanted charges, plus what to do if you’re stuck or have already used premium features.

Step-by-Step: How to Remove TurboTax Live Premium

If you started with TurboTax Live Premium or added it by mistake:

1. Open Your Return: Log in to TurboTax and open your tax return.
2. Go to the File Section: Click on the “File” tab to start the filing process.
3. Review Your Order: Continue until you reach the “Just a few steps left…” screen. Click “Start” or “Revisit” next to “Step 1: Review Your Order”.
4. Downgrade: On the order summary screen, look for the “Downgrade” option. Select it to choose a lower-tier product, like Deluxe or Free Edition.
5. Confirm Your Choice: Follow the prompts to confirm your downgrade. You’ll be switched to the selected version, and the Live Premium fee will be removed.

If you don’t see the Downgrade option or have already used the Tax Expert feature:

• Clear and Start Over: If you haven’t paid yet, you can clear your return and start over. Go to “Tools” in the sidebar, select “Clear & Start Over,” and then choose the TurboTax product that fits your needs.
• Contact Support: If you’re unable to downgrade or have already used premium features, contact TurboTax Customer Support. In some cases, they may offer a credit or help you resolve the issue.

Important:
Once you’ve used any Live features (like speaking with a tax expert), you can’t remove TurboTax Live Premium from your order. If you’ve already completed your order or paid, the removal option will not be available.

How to Remove the Premium Services Bundle

If you added the Premium Services Bundle (for features like audit defense or identity protection), follow these steps:

1. Open Your Return: Continue to the “File” section.
2. Revisit Payment Options: Click “Revisit” next to the step about deducting TurboTax fees from your refund.
3. Remove Premium Services: In the “Premium Services Benefits” section, select “Remove.” Then choose “Remove and Pay With Card” and continue to payment options.
4. Pay Now: Select “Pay Now” to pay with a card, which removes the bundle from your order.

Tips and Troubleshooting

• Act Early: Remove TurboTax Live Premium before you use any expert help or complete your order.
• Check for Downgrade: If you can’t find the downgrade option, try clearing your return and starting over.
• Contact Support: If you’re stuck, TurboTax’s support team can sometimes apply a credit or help you switch products.
• Switching Services: If you’re unable to downgrade and don’t want to pay, consider using another tax filing service.

FAQs

Can I remove TurboTax Live Premium after using expert help?
No. Once you use any Tax Expert feature, you cannot remove TurboTax Live Premium from your order.

What if I don’t see the downgrade option?
Try clearing your return and starting over, or contact TurboTax Customer Support for help.

Will I lose my work if I clear and start over?
Yes, you’ll need to re-enter your information if you clear your return, so make sure this is your last resort.