How to Expunge TurboTax Deluxe: A Tax Pro’s Declassification Guide

So, you’ve decided to bid adieu to TurboTax Deluxe? Whether you’ve found a simpler solution, prefer a more hands-on approach, or simply want to declutter your digital life, removing the software is a straightforward process. The method depends on whether you’re dealing with the desktop version or the online subscription. Let’s dive into the nitty-gritty of purging TurboTax Deluxe from your system, ensuring no digital remnants linger.

Removing the Desktop Version of TurboTax Deluxe

The desktop version is what you’ve installed directly on your computer. Getting rid of it is much like uninstalling any other software. Here’s how you surgically extract TurboTax Deluxe from your machine.

Windows: The Great Uninstallation

1. Close TurboTax: Before attempting anything, ensure TurboTax Deluxe is completely closed. Check your system tray (the area near the clock) for any TurboTax icons and close them as well.
2. Access Control Panel: Click the Start button, type “Control Panel,” and press Enter.
3. Uninstall a Program: In the Control Panel, under “Programs,” click on “Uninstall a program.” If you’re viewing by category, it might be under “Programs and Features.”
4. Locate TurboTax Deluxe: Scroll through the list of installed programs until you find “TurboTax Deluxe” (or the specific year version you want to remove).
5. Uninstall: Click on TurboTax Deluxe and then click the “Uninstall” button that appears at the top of the list.
6. Follow the Prompts: A window will pop up asking for confirmation. Follow the on-screen instructions to complete the uninstallation. This typically involves clicking “Yes” or “Next” a few times.
7. Reboot (Optional but Recommended): Once the uninstallation is complete, it’s generally a good idea to restart your computer to ensure all components are properly removed.

macOS: The Application Ejection

1. Quit TurboTax: Make sure TurboTax Deluxe is not running. Check the Dock for the TurboTax icon and right-click on it, then select “Quit.” If it’s unresponsive, force quit it by pressing Command + Option + Esc, selecting TurboTax, and clicking “Force Quit.”
2. Open Finder: Click on the Finder icon in the Dock.
3. Navigate to Applications: In the Finder window, click on “Applications” in the sidebar.
4. Locate TurboTax Deluxe: Scroll through the Applications folder until you find the TurboTax Deluxe application icon.
5. Drag to Trash: Drag the TurboTax Deluxe icon to the Trash icon in the Dock. Alternatively, right-click on the icon and select “Move to Trash.”
6. Empty Trash: Right-click on the Trash icon in the Dock and select “Empty Trash.” This permanently deletes the application.
7. Reboot (Optional but Recommended): As with Windows, restarting your Mac after uninstalling software can help ensure a clean removal.

Cancelling Your TurboTax Online Subscription

If you’re using TurboTax Online, you aren’t uninstalling software, but rather cancelling a subscription. This prevents future charges and revokes access to premium features.

1. Log In: Access the TurboTax website and log in to your account.
2. Account Settings: Navigate to your account settings. This is typically found by clicking on your profile name or avatar in the upper right-hand corner. Look for options like “Account,” “Settings,” or “My Account.”
3. Subscriptions: Within your account settings, find the “Subscriptions” or “Billing” section.
4. Cancel Subscription: Locate your TurboTax Deluxe subscription and click on the option to cancel it. This might be labeled “Cancel Subscription,” “Manage Subscription,” or something similar.
5. Confirm Cancellation: Follow the on-screen instructions to confirm your cancellation. You may be asked to provide a reason for cancelling.
6. Confirmation Email: You should receive a confirmation email indicating that your subscription has been successfully cancelled. Keep this email for your records.

Frequently Asked Questions (FAQs)

Here are some common questions I get about jettisoning TurboTax Deluxe, along with my seasoned tax-pro answers.

1. Will deleting TurboTax Deluxe delete my tax returns?

No. Deleting the software or cancelling your online subscription will not automatically delete your tax returns. These files are typically stored separately on your computer or within your TurboTax Online account. For the desktop version, your tax data files are usually saved in a designated folder (often in your Documents folder) or wherever you chose to save them. For the online version, the tax returns are stored on TurboTax’s servers (until you explicitly delete them or they are purged according to their data retention policy). Always back up your tax data files before uninstalling the desktop software just to be safe.

2. How do I delete my tax returns from TurboTax Online?

To delete your tax returns from TurboTax Online, you’ll need to log in to your account and navigate to the specific tax return you want to remove. Look for an option to “Delete” or “Remove” the return. Keep in mind that once a tax return is deleted, it’s generally gone for good, so exercise caution.

3. Can I reinstall TurboTax Deluxe after uninstalling it?

Yes, you can reinstall the desktop version of TurboTax Deluxe after uninstalling it, as long as you have the installation files or the CD/DVD. Similarly, you can restart a TurboTax Online subscription if you canceled it. However, be aware of the time of year. If it’s beyond the typical tax filing season, the older version might not be functional for the current tax year.

4. What happens to my previously filed tax returns if I cancel my TurboTax Online subscription?

Your previously filed tax returns remain accessible within your TurboTax Online account for a certain period, even after cancelling your subscription. TurboTax typically provides a timeframe during which you can still access and download your returns. Check their terms of service or help documentation for specifics, but download and save copies of your tax returns independently for safekeeping.

5. How do I back up my tax data files from the desktop version of TurboTax Deluxe?

Locate the folder where your TurboTax Deluxe files are saved (usually your Documents folder or where you specified). The files typically have a .tax extension (e.g., MyTaxes2023.tax). Simply copy these files to an external hard drive, USB drive, or cloud storage service like Google Drive or Dropbox. I always recommend a triple backup: one local, one external, and one cloud.

6. Will TurboTax Deluxe automatically renew my subscription?

Yes, if you opted for an auto-renewal subscription for the online version, TurboTax will typically renew it automatically unless you cancel it beforehand. Be sure to check your account settings and billing information to manage your subscription preferences.

7. I forgot my TurboTax Online login credentials. How can I recover them?

Use the “Forgot Username” or “Forgot Password” links on the TurboTax login page. You’ll typically be asked to provide your email address or phone number associated with your account, and you’ll receive instructions on how to reset your credentials.

8. Can I transfer my tax data from TurboTax Deluxe to another tax software program?

Potentially, but it depends on the other tax software’s compatibility. Some tax software programs allow you to import data from TurboTax using .tax files. Check the documentation or support resources of the new tax software to see if this feature is supported. If not, you may need to manually enter your data.

9. How do I request a refund if I accidentally purchased TurboTax Deluxe?

If you purchased TurboTax Deluxe and want a refund, contact Intuit’s customer support as soon as possible. Their refund policy usually allows for refunds within a certain timeframe, especially if you haven’t used the software to file your taxes. Be prepared to provide your purchase information and reason for requesting a refund.

10. Is it safe to completely delete all TurboTax Deluxe files from my computer?

Yes, once you’ve uninstalled the software and backed up your tax data files, it’s generally safe to delete any remaining TurboTax-related files from your computer. However, double-check that you have securely backed up all necessary tax data before permanently deleting anything.

11. What are some alternatives to TurboTax Deluxe?

There are several alternatives to TurboTax Deluxe, including other tax software programs like H&R Block, TaxAct, and FreeTaxUSA. You can also consider hiring a professional tax preparer if your tax situation is complex. The IRS also provides resources and options for free tax preparation, such as the Volunteer Income Tax Assistance (VITA) program.

12. How do I know if I’m still being charged for a TurboTax Deluxe subscription after canceling?

Check your credit card statements or bank statements for any recurring charges from Intuit (the company behind TurboTax). You should also have received a confirmation email when you cancelled your subscription. If you find charges after cancellation, contact Intuit’s customer support immediately to resolve the issue. Document everything!

By following these steps and heeding these FAQs, you can confidently and completely remove TurboTax Deluxe from your life, ensuring a clean slate for your future tax endeavors. Now go forth and conquer your taxes with clarity and control!