I'm told to upgrade to Deluxe because I'm at "Schedule 1" for additional income...I don't have additional income, and I need to know what's putting me in Schedule 1

[mesquitebean · Accepted solution]

Here's how to look at your Schedule 1:

Open your return if not open ("Take me to my return.")
In the left menu column click on TAX TOOLS, then TOOLS.
In the Tools window choose "View Tax Summary."
At the Tax Summary screen go back to the left menu column and choose "Preview My 1040."

That will open the Form 1040 Worksheet.
Scroll down below the Form 1040 to review the entries on Schedule 1.

[mesquitebean]

@meowmela
Here's some additional info, as well as info on a second free TurboTax product if you can't use the regular Free Edition.

The regular Free Edition is more limited this year due to tax law changes.    If you need any of the new Schedules 1-6, for instance, then you can't use Free Edition.    You can read about the new schedules at the link below.  If you click the "more info" link there, it will show you what each schedule looks like.

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/4511015-what-are-the-new-schedules">https://ttlc.intuit.com/questi...>

Here are some common things that cannot be handled by the regular Free Edition:

     Itemized deductions
     Business or 1099-MISC income
     Sales of stocks/mutual funds/bonds
     Rental property income
     Foreign Earned Income
     HSA
     Credits, deductions and income reported on the new schedules 1–6, such as the Student Loan Interest Deduction

TurboTax has another free product called the TurboTax Free File Program.  It is free for both Federal and State--IF you meet just one of the qualifications.   It can handle all the usual forms without the limitations of regular Free Edition.

You have to meet only ONE of these qualifications:

1) 2018 AGI of $34,000 or less
or
2) Eligible for EIC (earned income credit)
or
3)  Active duty military including Reservists/ National Guard with military W-2 and 2018 AGI of $66,000 or less

See this FAQ for more info:
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program">https://ttlc.intuit.co...>

If desired, here's how to switch and start over in TurboTax Free File Program.
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-free-file-program">https://ttl...>

NOTE:  If you use the same account (User ID), and then it turns out later on that you don't qualify for the Free File Program, it won't let you return to regular TurboTax Online in the same account.

[meowmela]

Thank you!

[mesquitebean]

You're welcome.  Good luck.