JohnB5677
Employee Tax Expert

Retirement tax questions

The free version is very versatile. 

These are the situations covered 

 

  • W-2 income
  • Interest or dividends 
    • Except (1099-INT/1099-DIV) that don’t require filing a Schedule B
    • This occurs when you reach $1,500
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

Other tax situations will require an upgrade.

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