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Level 1
April 15, 2026
Question

DO I NEED TO UPGRADE FROM O DOLLAR PACKAGE IN OREER TO ACCESS FORM 8862 FORM?

  • April 15, 2026
  • 1 reply
  • 31 views
WHAT PACKAGE IDS REQUIRED TO ACCESS FORM 8862?

1 reply

SuziM
Level 10
April 15, 2026

TurboTax Free Edition is intended for taxpayers who file simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit, Student Loan Interest, and Schedule 1-A). Roughly 37% of taxpayers qualify. You can learn more about what forms may have caused the upgrade here: https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/upgrade-free-edition/L5lhndo7b_US_en_US