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What qualifies as a simple tax return?

If you have a simple tax return, you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic or TurboTax Live Full Service Basic at the listed price. 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):

  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B