turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I only have capital gains on 1099-Div. Why is Turbotax making me upgrade?

It's $35 in 1099-Div Capital Gains that is causing me to spend $59 to upgrade.  I do not need to file any addition form.  Per their site, this should be free.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
HeatherPLO
Intuit Alumni

I only have capital gains on 1099-Div. Why is Turbotax making me upgrade?

Please see the additional information to qualify for free filing: 

Situations covered (assuming no added tax complexity):

  • W-2 income
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EIC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

Situations not covered:

  • Itemized deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income
  • Stock sales
  • Rental property income
  • Credits, deductions, and income reported on other forms or schedules (for example, income related to crypto investments)
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I only have capital gains on 1099-Div. Why is Turbotax making me upgrade?

you will pay an upgrade fee for the privilege of seeing that Schedule D does not have to be attached to your tax return.

 

TurboTax doesn't care.

 

@daniellerappolt 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question