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H
Hedgehog23
Level 2
January 24, 2026
Question

Free Edition includes some 1099-INT

  • January 24, 2026
  • 2 replies
  • 0 views

It is my understanding that Free Edition includes some 1099-INTs.  TurboTax indicated that I need to upgrade to premium version. I only have two 1099-INT forms totaled under $5,000. What are the criterias that trigger TurboTax to upgrade to premium version?

2 replies

X
Level 15
xmasbaby0Level 15
Level 15
January 24, 2026

If you have more than $1500 on 1099INT's you have to upgrade; you cannot use the Free Edition.

 

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/

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
H
Hedgehog23Author
Level 2
January 24, 2026

Thank you for the quick reply.

DoninGA
Level 15
DoninGALevel 15
Level 15
January 24, 2026

If you have interest and/or dividends which total more than $1,500 then Schedule B must be used.

The Free edition does not support Schedule B.  The Deluxe and Premium editions support Schedule B.

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