I review and qualify for the TurboTax declaration for free, but is charging me $49. Why is tis?

The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.

You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?

You can review your fees in TurboTax online as follows:

1. Go to the left side on your screen under "Tax Home"
2. Go to "Tax Tools" then "Tools"
3. The "Tools Center" Box will pop up

Click on "My Fees" to see a summary of your Turbo Tax Fees

Click here for "How do I review my fees in TurboTax Online?"

Click here for "How do I downgrade to a different TurboTax Online product?"

Please return to Community if you have any additional information or questions and we would be happy to help.

A couple reasons it could be saying you need to upgrade….

You might be seeing Form 8959 because the amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding.   Try leaving the cents off of the Medicare tax on your W2 box 6.   Box 6 has to be exactly 1.45% of box 5 or less.   

If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the retirement savings credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.