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New Member
posted Apr 12, 2023 7:17:38 AM

I'm a student with a couple of part time jobs and an ESA account. I'm told I need to upgrade because of additional tax on excess contributions/deductions? Not sure why

I have 2 W-2s, a 1099-Q and a 1099-T. I filed the same things last year with no need to upgrade to the deluxe version. I'm confused as to what may have changed since the reasons for upgrading are: 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). I thought I had a simple return but maybe I misread something. This is my fourth year filing and I'm still young, but even my parents don't know what to do.

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Intuit Alumni
Apr 12, 2023 11:16:28 AM

You may review this link and scroll down to the section that provides a breakdown of which forms are supported by each version.