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Why didn’t I qualify for simple filing

 
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3 Replies

Why didn’t I qualify for simple filing

If your income is $36000 or less your qualify for the free file program:

http://freefile.intuit.com

JohnB5677
Expert Alumni

Why didn’t I qualify for simple filing

To qualify for free 2019 federal and state tax returns through the IRS Free File Program delivered by TurboTax, you just need to meet one of these requirements:

  • Your 2019 household AGI is $36,000 or less;
  • You qualify for the Earned Income Tax Credit (EITC); or
  • In 2019, you served as active duty military (including Reservists and National Guard) with a maximum AGI of $69,000, and you have a military-issued W-2.
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Hal_Al
Level 15

Why didn’t I qualify for simple filing

We cannot see your return.  The usual reason is that there was some complexity in your return that required an upgrade. You can file with TurboTax Free Edition if you have a simple tax return. A simple tax return is Form 1040 only, without schedules 1,2, or 3. Simple tax situations covered in TurboTax Free Edition include:


  • W-2 income
  • Limited interest and dividend income reported on a 1099-INT or 1099-DIV
  • Claiming the standard deduction
  • Earned Income Tax Credit (EIC)
  • Child tax credits

Situations not covered in TurboTax Free
Edition include:


  • Itemized deductions
  • Business or 1099-MISC income
  • Stock sales
  • Rental property income
  • Credits, deductions and income reported on schedules 1-6, such as the Student Loan
    Interest Deduction

____________________________________________________________________________

TurboTax also has another free product called the Free File Edition (not to be confused with the regular Free Edition).  It has free Federal preparation and free State preparation. There is no efiling fee. It is not available after October 15

The Free file Edition can handle a 1099-MISC.

The Free file Edition is more fully-featured than the regular Free Edition.  The Free File Edition can prepare Schedule A, C, D, E, and F that the Free Edition cannot. 

For Free File Edition a user needs to meet only ONE of these qualifications:

  •      AGI of $36, 000 or less
  •      or active duty military (including Reservists and National Guard) with a military-issued W-2 and a 2019 AGI of $69,000 or less
  •      or eligible for the Earned Income Credit (EIC aka EITC).


The FREE FILE Edition is located at:
https://turbotax.intuit.com/taxfreedom

How to switch and start over in Free file Edition
https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-freedom-edition

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