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Level 1
posted Oct 23, 2023 1:18:14 PM

Have Retirement savings contribution credit of $51, but don't want to spend $69 to upgrade to Deluxe. How can I file without claiming the credit (no upgrade)?

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1 Best answer
Level 15
Oct 23, 2023 1:21:07 PM

You can tell the software that you were a student and it will disqualify you from the credit.  

3 Replies
Level 15
Oct 23, 2023 1:21:07 PM

You can tell the software that you were a student and it will disqualify you from the credit.  

Level 15
Oct 23, 2023 3:25:21 PM

Also note, some other tax software companies offer free filing to low and middle income taxpayers at the IRS FreeFile web site.  Turbotax has opted out of this program and charges based on the forms you need, even if it doesn't make financial sense. 

Level 1
Oct 24, 2023 8:06:52 AM

Thank you! I wondered about that, but I thought that it would make it worse.