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HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady   Did you enter some income or information that is not supported by the Free Edition---which can only be used if you have a  very simple Form 1040 with no extra forms or schedules?   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules  1095A for marketplace health insurance     How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

Start the TurboTax desktop program for the year you need to amend.  Continue the tax return you need to amend. Click on Federal Taxes (Personal using Home & Business) Click on Other Tax Situations Scroll down to Other Tax Forms On Amend a return, click the start button

When you entered your dependents in MY INFO, it asked if the dependent paid for over half their own support.  Did you say NO?   It did not ask if you paid over half---it asked if the dependent paid over half.  You can click each dependent's name in MY INFO, go back through those questions and correct your answers.   It is a weird question that causes trouble for folks--be careful how you answer it.

I have a similar situation to the above contributor, however, I am not self employed.  I retired on Dec 31, 2025 and my company is paying me some income in January 2026 for hours worked in 2025. Let's just say, my YTD gross earnings at the end of January will be $20,000. So, I will get a W-2 for 2026.   I am married filing jointly and over 50 years old.  I believe I can contribute $8600 for both me and my wife ($17,200 total) into each of our Roth's for 2026.  Is this true? Thank you!

Read the description of the checkbox very carefully. Does it say you paid more than half of her living expenses or does it say she paid more than half of her living expenses? You probably answered incorrectly.  

It doesn't matter what you enter for the broker's name. It doesn't go on your tax return. It's just something that TurboTax uses to identify multiple copies of the Capital Asset Sales Worksheet. The worksheet is an internal form for TurboTax. It's not part of your tax return. The details of the calculation of basis also do not go on your tax return. Only the one number for basis actually appears on your tax return. There is no place on the tax return to show the details.