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New Member
posted Apr 8, 2023 5:14:08 PM

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.

0 2 1089
2 Replies
Intuit Alumni
Apr 9, 2023 10:36:23 AM

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)

Level 15
Apr 9, 2023 10:43:55 PM

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