3632437
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

jackdause
New Member

why am I being forced to upgrade 1040, std deduction, full time student, 2 W2's nothing else!!

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
SabrinaD2
Expert Alumni

why am I being forced to upgrade 1040, std deduction, full time student, 2 W2's nothing else!!

TurboTax Free Edition is designed for simple tax returns, specifically those that only require Form 1040 without additional schedules. This includes situations like W-2 income, claiming the standard deduction, and certain credits like the Earned Income Tax Credit, Child Tax Credit, or student loan interest

 

However, if your tax return involves more complex situations, such as claiming education credits like the American Opportunity Tax Credit (AOTC), TurboTax will prompt you to upgrade to a paid version

 

Since you mentioned being a full-time student, if you're trying to claim the AOTC, this would require an upgrade to the Deluxe Edition

 

See list of reasons for upgrades here.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question