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bjblosser
New Member

When I started return I was using the free option, then required to upgrade to $20 version to include 1099R reporting. Now program is showing a fee of $60. Why?

 
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2 Replies
Kat
Alumni
Alumni

When I started return I was using the free option, then required to upgrade to $20 version to include 1099R reporting. Now program is showing a fee of $60. Why?

Your post indicates that you're using TurboTax Deluxe Online.  The current fee for that product is $60.  I'm unaware of a $20 edition.  Deluxe is the next step-up from Free Edition in the Online platform.

 

You can review your TurboTax fees before checkout by using the instructions I'm linking below.

 

How do I review my fees in TurboTax Online? 

 

 

*Please click the thumbs-up icon if this response was helpful.
**Please click "Mark As Best Answer" if your question has been resolved. Thank you.

 

 

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

When I started return I was using the free option, then required to upgrade to $20 version to include 1099R reporting. Now program is showing a fee of $60. Why?

If you have a early distribution penalty then it cannot be reported in the free edition.

 

The TurboTax Free edition only supports simple tax returns that do not require any additional schedules. More complex tax returns will require Deluxe or higher depending on the forms that are needed.

You might be able to use the Free File (formally called Freedom Edition) for incomes under $36,000 and supports all states and most forms.

The Free File is part of the IRS Free File alliance and is totally separate from TurboTax website.

You can also access the Free File tax alliance programs via the IRS website.

https://apps.irs.gov/app/freeFile/


https://freefile.intuit.com/

How do I switch to TurboTax Free File?
https://ttlc.intuit.com/replies/3491786

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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