getting this error: Because your return includes tuition transfer, you need to upgrade before we can file.

8 replies
44 views

Even though the option is unchecked:
Transfer of tuition to a spouse, parent or grandparent

im still being forced to upgrade.

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aghahasan1282Author

Level 2

TurboTax_Susan

Alumni - Intuit

Please contact our phone support team as they will be able to assist you further.

klsntg

Level 2

Just got out of a call with Turbotax Support regarding this same issue. Shared my screen and an expert was having me click on the prompts they box over. What I learned is that the only way to actually remove the transfer is to AGAIN upgrade to deluxe. I was adamant that my aunt and uncle (that I'm helping with taxes) did not want to pay any extra amount, thus they didn't want to transfer the tuition as it entails having to upgrade.

Call ended with support telling me to try re-doing the return and making sure I don't click anything I didn't want (which was what was already happening before I asked them for help). Gonna try to see if it does anything different and come back.

TurboTaxBrenda

Alumni - Intuit

Yes, that is correct; if there is a tuition transfer, you will need to upgrade to deluxe.

Thank you for choosing TurboTax.

Thank you for choosing TurboTax / Merci d'avoir choisi TurboImpôt

klsntg

Level 2

That's correct. However, me and OP are trying NOT to transfer the tuition to the other person but there is no option not to. The tuition transfer becomes inevitable despite the checkbox (in the screenshot OP attached) being unchecked. No resolution has been found aside from paying for the upgrade even if you don't want the tuition transferred.