@ Justin8789 wrote:
FYI, it looks like the free version is only for simple returns.
I followed the advice on this thread and went through the filing process with the free version until the end but because I submitted 1099-INT and DIV forms it made me upgrade to TurboTax Premium, which does not include a military discount.
In summary, TurboTax is free* for active duty.
*only the basic version
That's not correct. When qualified, the military discount (free) is for all online editions, including Premium. The offer is not available to officers. This is from the product page (emphasis added) :
"In proud support of your service and sacrifice, enlisted active military and reservists can file both their federal and state taxes for FREE using any of our TurboTax Online products, which include Free, Deluxe, and Premium. Not valid for TurboTax Live or TurboTax Desktop products."
The only Online products that do not qualify are the LIVE products and add ons like MAX. You should not have been charged for Online Premium if you meet the qualifications and indicated all of the following:
1) In the My Info section, indicated you were active duty military and answered the questions about pa grade (must be E1-E9) and answered the other military questions as applicable.
2) Enter a W-2 from DFAS.
3) On a screen after the W-2 entry there will be a heading "Do you have any of these uncommon situations?" (or words to that effect) And it will have a list of 10-11 check boxes. You have to indicate a second time that you are Active Duty. (I know it seems redundant, but it asks again.)
Did you already pay? If so, you should phone TurboTax Support for assistance. If they don't make things right, I have an alternative for you, so please report back.
Support hours are 5AM-9PM Pacific, every day this time of year.
FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
