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Get your taxes done using TurboTax
HOW CAN I DOWNGRADE TO A LOWER VERSION
Did you enter any other information that requires extra forms or schedules----or ONLY a W-2 and SSA1099?
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
- W-2 income
- Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
- IRS standard deduction
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest deduction
- Taxable qualified retirement plan distributions
-
Examples of situations not included in a simple Form 1040 return:
- Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
- Stock sales (including crypto investments)
- Income from rental property or property sales
- Credits, deductions and income reported on other forms or schedules
How can I see my TurboTax fees?
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
- Remove Premium Services
- Remove MAX Defend & Restore
- Remove a state
- Remove PLUS Help & Support
- Remove Pay With Your Refund
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
https://apps.irs.gov/app/freeFile/
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
January 22, 2026
7:15 AM