If you have forms not included in the free version, you won't qualify to use the free version. Follow these steps to downgrade to the free TurboTax Online product: Open your return if you haven't already.In the left menu, select Switch Products.Select Downgrade. Depending on what your tax situation is, you may need to upgrade if you have: Unemployment incomeRetirement Savings Contribution Credit for 401(k) and IRA contributionsEducation creditsChild Dependent Care CreditGet more information on which forms are included in TurboTax Free Edition.

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Dawnmjohnson56

Level 1

Question

I am a senior and expecting free self-preparation and filing fees for federal and state. Why are you charging me for software and state filing?

Forum|Forum|1 year ago
March 14, 2025
2 replies
21 views

No text available

TurboTax Deluxe Online

DawnC

Level 15

If you have forms not included in the free version, you won't qualify to use the free version. Follow these steps to downgrade to the free TurboTax Online product:

Open your return if you haven't already.
In the left menu, select Switch Products.
Select Downgrade.

Depending on what your tax situation is, you may need to upgrade if you have:

Unemployment income
Retirement Savings Contribution Credit for 401(k) and IRA contributions
Education credits
Child Dependent Care Credit

Get more information on which forms are included in TurboTax Free Edition.

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robtm

Level 10

Probably because you do not qualify for the free version of TT Not many people do. Basically just a W-2 and a standard deduction. Other forms require a paid version. If you want a free program you might go to IRS.GOV and see if you qualify for any of their free programs.