How to Change From Premium to Basic on H&R Block

How to Change From Premium to Basic on H&R Block

To change from a Premium to a Basic plan on H&R Block, the most straightforward time to do so is before you've paid for or filed your tax return. Navigate through the H&R Block software or online platform, and look for an option like 'Change Plan,' 'Switch Products,' or 'Upgrade/Downgrade' typically found in the main navigation, often near your tax return summary or the filing section. Select the Basic option and confirm your choice. The system should then adjust the features available and reflect the lower cost. Be aware that downgrading means losing access to Premium features like live tax assistance or advanced deductions. If you have already paid for the Premium product, or already filed, changing plans directly within the software for a refund is usually not possible. In such cases, you would need to contact H&R Block customer support directly to discuss your options, as their refund policies apply.

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