@Steve USAand @Margie22
If you had any item in your return that requires the use of Federal Schedules 1-3, the program requires an upgrade to Deluxe or higher. I'll explain below what can be handled by Free Edition and Live Basic (which is essentially the limited Free Edition plus help from a live tax expert.)
A simple tax return is Form 1040 only.
Here are situations covered by the free product :
- W-2 income
- Limited interest and dividend income reported on a 1099-INT or 1099-DIV
- Claiming the standard deduction
- Earned Income Tax Credit (EIC)
- Child tax credits
- Student Loan Interest deduction
Situations not covered in TurboTax Free Edition (and Live Basic) include:
- Itemized deductions
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income
- Stock sales
- Rental property income
- Credits, deductions and income reported on schedules 1-3
FAQ: Why do I have to upgrade from Free Edition?
https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379
