@jonyai1003 wrote:
I'm filing taxes for an elder that I have been helping for years on TurboTax and all of a sudden this year it is trying to force me or her to upgrade. She hasn't changed anything as far as income or deductions or anything and her Box 4 is well below $8000, it's ridiculous, so that's not it for her case. Can anyone think of any of reason the demand of an upgrade could be happening?
There are multiple reasons why you would need to upgrade from the Free online edition to the Deluxe online edition. The Free online edition does not support any other form or schedule other than the Form 1040. If any tax data being entered requires to be entered on anything other than the Form 1040 then an upgrade is required.
Look at the tax return and see if there is an entry on any line of either the Schedule 1, Schedule 2 or Schedule 3.
Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
Resolve this by using the Free File Program if eligible - https://freefile.intuit.com/
If you are eligible you can use the TurboTax Free File Program which is free to file both a federal and state tax return. The Free File Program edition is a full featured personal tax program and on a separate website from the TurboTax online editions.
To qualify for free 2019 federal and state tax returns with the Free File Program, you'll need to meet at least one of these requirements:
- A maximum 2019 adjusted gross income (AGI) of $36,000; or
- You qualify for the Earned Income Tax Credit (EITC); or
- You served as active duty military (including Reservists and National Guard) with a maximum 2019 AGI of $69,000 (you'll also need a military-issued W-2).
