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Get your taxes done using TurboTax
SOLUTION: I had the same problem and Turbotax helped me resolve it, now I don't need deluxe! I clicked the "?" at the top of the page, told the AI that I needed to speak with a person, someone called me (free!), I asked to be transferred to Tier 2 assistance, I explained the situation, they had me screen share, and she gave me a special code to bypass the Deluxe fee! Must be a bug. Scroll down on this page for the justification that NON-Shedule-B 1099-DIV still gets the free version: https://turbotax.intuit.com/tax-tips/investments-and-taxes/what-is-a-schedule-b-irs-form/L9G2RijlF
‎April 11, 2024
11:16 AM