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Level 15
Level 15

Get your taxes done using TurboTax

What was the last thing you entered before it said you have to upgrade?

Did it tell you what schedule you need that requires the upgrade? That would be a clue to what the reason is.

Here's a pure guess: Was money taken out of your pay for a 401(k) or other retirement plan? If so, you might be getting the retirement savings contributions credit ("Saver's Credit"), which Free Edition does not handle.

It's not only income that might require an upgrade. Do you have any deductions or credits? Many of them are not handled in Free Edition.

You might be able to use the TurboTax Free File Program instead of Free Edition. See the FAQ at the link below for information about TurboTax Free File Program, including the requirements to be able to use it.

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