We were able to use the "Free" version last year when my son's 1099-DIV showed:
Total Ordinary Dividends ($187)
Qualified Dividends ($135)
Total Capital Gains Distributions ($353)
His 1099-DIV this year has very similar amounts:
Total Ordinary Dividends ($318)
Qualified Dividends ($302)
Total Capital Gains Distributions ($171)
These amounts are nominal so I am trying to determine why we are not able to use the "Free" version this year. The full guidance on the website says:
What qualifies as a simple tax return?
If you have a simple tax return, you can file with TurboTax Free Edition, TurboTax Live Basic, or TurboTax Live Full Service Basic. A simple tax return is one that's filed using IRS Form 1040 only, without having to attach any forms or schedules. Only certain taxpayers are eligible.
Situations covered (assuming no added tax complexity):
- Limited interest and dividend income reported on a 1099-INT or 1099-DIV
