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Level 2
June 5, 2019
Question

Why do I need a Schedule 4?

  • June 5, 2019
  • 5 replies
  • 28 views
I'm trying to do my taxes, but I keep getting the message that I need to upgrade to Deluxe because iI have Schedule 4, Other Taxes.

5 replies

Level 15
June 5, 2019

The new Form 1040 that everyone has to use now has six possible schedules that go with it, and if you need any of those schedules you have to upgrade to a paid version of the software.

Here is what is on Schedule 4:

https://www.irs.gov/pub/irs-pdf/f1040s4.pdf

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
scaAuthor
Level 2
June 5, 2019
But I'm wondering why do I need the Schedule 4, I checked the link and I don't have any of the items
Level 15
June 5, 2019


Major tax reform and major changes in the tax forms have also resulted in changes to the tax software.

WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION

The information that you can enter in Free Edition is pretty limited now.  Thanks to the new tax laws, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a little “postcard-size” Form 1040 that has six extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  

https://www.irs.gov/forms-pubs/about-form-1040 

If you qualify to use it, there is another free version of the software:

Try Free File: 

You qualify if your income was $34,000 or less, or $66,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program


Note:  If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software.   


**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Alumni - Champ
June 5, 2019
Schedule 4—Other Taxes

Here are some examples of what’s included on this schedule:

  • Self-employment tax
  • Additional tax on retirement plans
  • Individual responsibility payment for not having healthcare

See Schedule 4