I forgot I needed to include my non-taxable 401k rollover from my old employer to my new employer. Do I need to upgrade from the free version and how much does it cost?

[DianeW777]

It depends.  If your 1099-R has a code G in Box 7, then it indicates this was a trustee to trustee (company to company) transfer that did not enter your hands.  If that is the case, you can keep the 1099-R in your files.

If you actually carried the money from one plan to the other then you should include it to show the IRS you did not keep any of the money. In this case you would have to go to TurboTax Deluxe and TurboTax will ask you if you want to upgrade. 

• How do I review my fees in TurboTax Online?

[dmertz]

An upgrade is not required unless taxes were withheld that became a distribution subject to an early-distribution penalty.