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How to Change Your TurboTax Product: Upgrade, Downgrade, or Switch

Change your TurboTax Online product through Switch Products, or follow separate steps to remove Expert Assist or transfer a prior-year Desktop return.
From TheFinanceBase Team2 min to read
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To change your TurboTax Online product, open your return, select Switch Products, then choose Upgrade or Downgrade. If you’re using TurboTax’s immersive experience, switch to classic TurboTax first. These steps reflect TurboTax Support’s instructions updated September 25, 2026.

Upgrade or downgrade TurboTax Online

  1. Open or continue your TurboTax Online return.

  2. If you’re in the immersive experience, choose Switch to classic TurboTax from the left menu.

  3. Select Switch Products.

  4. Choose Upgrade and follow the onscreen instructions, or select Downgrade.

TurboTax says it prompts you for payment when you’re ready to print or e-file, except for Expert Full Service. Product names and menu labels can change, so use the options currently shown in your account. See TurboTax’s product-change instructions.

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#1 Best Overall
TurboTax Deluxe Desktop Edition 2025, Federal & State Tax Return [Win11/Mac14 Download]
  • TurboTax Desktop Edition is download software which you install on your computer for use
  • Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
  • Recommended if you own a home, have charitable donations, high medical expenses and need to file both Federal & State Tax Returns
  • Includes 5 Federal e-files and 1 State via download. State e-file sold separately. Get U.S.-based technical support (hours may vary).
  • Live Tax Advice: Connect with a tax expert and get one-on-one advice and answers as you prepare your return (fee applies)

Remove Expert Assist

You can remove Expert Assist only if you have not talked to a tax expert. TurboTax’s instructions direct you to open File, go to the Just a few steps left… screen, select Review Your Order, and choose Downgrade on the order summary. If Downgrade is missing or you have already spoken with an expert, TurboTax says this removal option is unavailable.

Start over in a different product

If you have not paid, TurboTax allows you to clear the current-year return and start over in another product. Clearing erases information you entered for this year’s return; TurboTax says it does not affect past returns. Do not use this option unless you are prepared to lose the current-year information in that return.

Rank #2
TurboTax Home & Business Desktop Edition 2025, Federal & State Tax Return [Win11/Mac14 Download]
  • TurboTax Desktop Edition is download software which you install on your computer for use
  • Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
  • Recommended if you are self-employed, an independent contractor, freelancer, small business owner, sole proprietor, or consultant
  • Includes 5 Federal e-files and 1 State via download. State e-file sold separately. Get U.S.-based technical support (hours may vary)
  • Live Tax Advice: Connect with a tax expert and get one-on-one advice and answers as you prepare your return (fee applies)

Switch from TurboTax Desktop to Online

Moving from Desktop to Online is different from changing an Online product. TurboTax supports transferring a prior-year TurboTax tax data file into Online, not a current-year return or a PDF. The file must be the prior-year data file with a .tax[year] extension, such as .tax2024, and password protection must be removed first.

  1. On a computer, sign in to TurboTax Online and start or open a return. The transfer does not work on a mobile device.

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    Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
    Rank #3
    TurboTax Premier Desktop Edition 2025, Federal & State Tax Return [Win11/Mac14 Download]
    • TurboTax Desktop Edition is download software which you install on your computer for use
    • Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
    • Recommended if you sold stock, bonds or mutual funds, sold employee stock, own rental property or are a trust beneficiary.
    • Includes 5 Federal e-files and 1 State via download. State e-file sold separately. Get U.S.-based technical support (hours may vary).
    • Live Tax Advice: Connect with a tax expert and get one-on-one advice and answers as you prepare your return (fee applies)
  2. Choose Tax Tools, then Tools.

  3. Select Transfer last year’s TurboTax return from your computer and follow the prompts.

If you have already entered information into this year’s Online return, the transfer clears it. If the transfer option is missing, TurboTax says you may need to clear and start over. Its instructions for importing a PDF from other tax software are a separate workflow and do not apply to transferring a TurboTax Desktop data file. See TurboTax’s Desktop-to-Online transfer guidance.

Rank #4
TurboTax Business Desktop Edition 2025, Federal Tax Return [Win11 Download]
  • TurboTax Desktop Edition is download software which you install on your computer for use
  • Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
  • Recommended if you have a partnership, own an S or C Corp, Multi-Member LLC, manage a trust or estate, or need to file a separate tax return for your business
  • Includes 5 Federal e-files. Business State forms sold separately via download. Get U.S.-based technical support (hours may vary).
  • Prepare and file your business or trust taxes with confidence
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Choosing between Online and Desktop

If you mean changing from TurboTax Online to Desktop, rather than changing an Online product, compare the filing format and workflow, the features you need for your tax situation, and whether you want to transfer prior-year information. Intuit provides an Online-versus-Desktop comparison. Features and product labels may vary by tax year, so check the current comparison and product options before switching.

Quick Recap

Bestseller No. 1
TurboTax Deluxe Desktop Edition 2025, Federal & State Tax Return [Win11/Mac14 Download]
TurboTax Deluxe Desktop Edition 2025, Federal & State Tax Return [Win11/Mac14 Download]
TurboTax Desktop Edition is download software which you install on your computer for use; Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
$79.99
Bestseller No. 2
TurboTax Home & Business Desktop Edition 2025, Federal & State Tax Return [Win11/Mac14 Download]
TurboTax Home & Business Desktop Edition 2025, Federal & State Tax Return [Win11/Mac14 Download]
TurboTax Desktop Edition is download software which you install on your computer for use; Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
$129.99
Bestseller No. 3
TurboTax Premier Desktop Edition 2025, Federal & State Tax Return [Win11/Mac14 Download]
TurboTax Premier Desktop Edition 2025, Federal & State Tax Return [Win11/Mac14 Download]
TurboTax Desktop Edition is download software which you install on your computer for use; Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
$114.99
Bestseller No. 4
TurboTax Business Desktop Edition 2025, Federal Tax Return [Win11 Download]
TurboTax Business Desktop Edition 2025, Federal Tax Return [Win11 Download]
TurboTax Desktop Edition is download software which you install on your computer for use; Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
$189.99
Bestseller No. 5
TurboTax Deluxe Desktop Edition 2025, Federal Tax Return [Win11/Mac14 Download]
TurboTax Deluxe Desktop Edition 2025, Federal Tax Return [Win11/Mac14 Download]
TurboTax Desktop Edition is download software which you install on your computer for use; Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
$69.99
Best Value
TurboTax Deluxe Desktop Edition 2025, Federal Tax Return [Win11/Mac14 Download]
  • TurboTax Desktop Edition is download software which you install on your computer for use
  • Requires Windows 11 or macOS Sonoma or later (Windows 10 not supported)
  • Recommended if you own a home, have charitable donations, high medical expenses, or only need to file a Federal Tax Return
  • Includes 5 federal e-files. State download and e-file additional. Get U.S.-based technical support (hours may vary).
  • Live Tax Advice: Connect with a tax expert and get one-on-one advice and answers as you prepare your return (fee applies)

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

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