Why is it asking me to upgrade "Based on your tax situation"? We have 401k contributions, mortgage interest payments, and took the standard deduction as married/jointly.

[tjaymgerber]

None of the things we submitted should require the Deluxe addition

[DoninGA]

Without knowing what you have entered on the return it is difficult to say why you are being asked to upgrade.

The Free online editions is for only very simple tax return that do not require any other forms or schedules beyond the Form 1040.

Look at your tax return and see if there is an amount entered on any line in either Schedule 1, Schedule 2 or Schedule 3.

If there is an amount, which Schedule and Line number?

Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

[VolvoGirl]

No one can see your return but you.  It should say.  A common reason this year has been for excess SS.  Even if W2 box 4 is only 1 cent too much because of rounding.  Try leaving the cents off of box 4.  Or maybe it thinks you made an excess 401K or IRA contribution.  If you take the Standard Deduction you don't need to enter mortgage interest.

There are 2 free versions. In the regular Turbo Tax Free Edition, information that you can enter is limited now.  Why do I have to upgrade from the Free Edition?
https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379

To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-onli...

OR There is also The Turbo Tax Free File program which is free for federal and state.  And has more forms than the Federal Free Edition, like Schedules A, B, C , D, E, F, EIC, H, K-1, SE,  etc.

To qualify for the Free File website  you just need to meet one of these 3 things
AGI $36,000 or less
Active duty military with AGI of $69,000 or less
OR qualify for EIC (earned income credit.)

In order to use the Free File program, you have to start it at a special website. Try signing in at the top right
https://freefile.intuit.com/