No, simply having a $20 dividend doesn't require you to upgrade from the free product to Deluxe.
Up to $1,500 in dividends and interest can be reported with the free version of TurboTax. If you have a situation that requires a Schedule B, that would require the upgrade.
You have to use Schedule B if any of the following applies:
- You had over $1,500 in taxable interest or ordinary dividends.
- You received interest from a seller-financed mortgage and the buyer used the property as a personal residence.
- You have accrued interest on a bond.
- You are reporting original issue discount (OID) in an amount less than the amount shown on Form 1099-OID.
- You are reducing your interest income on a bond by the amount of amortizable bond premium.
- You are claiming the exclusion of interest from series EE or I U.S. savings bonds issued after 1989.
- You received interest or ordinary dividends as a nominee.
- You had a financial interest in, or signature authority over, a financial account in a foreign country or you received a distribution from, or were a grantor of, or transferor to, a foreign trust.
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