According to the above, IF "Interest or dividends (1099-INT/1099-DIV) that don't require filing a Schedule B". In my situation, Line 7 (1099-DIV) indicates "if not required, check in box". TurboTax put a check in the box. Just like last year, had a check in the box, I completed it in the FREE version. TurboTax didn't prepare a schedule B. This year TurboTax is FREE b/c I was NOT required to have a schedule B (in my case), but it created one which it should NOT have done. This is my issue and I was charged b/c I couldn't get any help. The tax expert said she was receiving many calls regarding this. They even tried to delete the Schedule B but that made no difference. Had I had more time and actual person that could assist, I wouldn't have submitted. IF Line 7 had the check in the box stating Schedule B was not required then why did it recreate one forcing me to Pay for Deluxe and Pay for State filing. Last year I had the same situation, no schedule was created and I filed, as it says FREE FED, FREE STATE, FREE filing and FREE printing. This year, when looking at a side by side to previous year, there is NO difference in my form other than regardless of the check in the box, a schedule B was created. Why? I have filed 3 refund requests but they simply send a generic statement (likely AI creating it) simply based on fact the online version was used. I had no issues last year. At this point, I have filed a complaint with the BBB. I hope senior quality control is able to fix this issue before next year. And next year, I will be sure to leave myself time to work with technical support, if I can get through to someone. I've been a user for years and this is disheartening to pay for a service, a schedule, that shouldn't have been created. Causing financial hardship...thanks Intuit.
