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Get your taxes done using TurboTax
Certain items that you are entering on your tax return are likely causing you to be ineligible for the TurboTax Free Edition.
If TurboTax detects that your tax situation requires a higher version, such as deductions for owning a home, unemployment income, or self-employment income, you will be prompted to upgrade to the proper version that supports the forms that you need to complete your tax return accurately.
For example (as per @xmasbaby0) above, you can file for free if you have the following situations:
- You have W-2 Income
- You have Interest or Divident Income (1099-DIV, 1099-INT) that do not require you to file a Schedule B
- You are taking the IRS Standard Deduction
- You are claiming the Earned Income Tax Credit (EICTC)
- You are claiming the Child Tax Credit (CTC)
- You have Student loan interest deduction
You can not use TurboTax Free Edition if you have the following situations:
- You are itemizing your deductions
- You have Unemployment Compensation reported on Form 1099-G
- You have Business Income or 1099-NEC Income
- You have credits, deductions or income that is reported on other forms or schedules
- You have Stock sales (including crypto sales)
- You have Rental property income
You can view your TurboTax Fees in your TurboTax program as follows:
- Sign in to TurboTax,
- Select Tax Tools from the menu, and then Tools.
- In the "Tools Center box" select My Fees and they will display.
There are two ways to switch to a cheaper TurboTax Online product: Switch to Free, and Clear and Start Over.
You can’t switch if you already paid with a credit card or had your TurboTax fees deducted from your refund.
Click here for instructions on switching to a cheaper TurboTax Online product.
If you have added the Premium Service bundle and do not see the option to remove it, it's probably because you've either already begun using the features included in your bundle or you completed your order. If this is true, the remove option won't be available to you.
Click here for instructions on how to remove premium services from your bundle
Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support.
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