topic Free Edition includes some 1099-INT in Get your taxes done using TurboTax

Free Edition includes some 1099-INT

Hedgehog23 — Sat, 24 Jan 2026 15:33:04 GMT

It is my understanding that Free Edition includes some 1099-INTs. TurboTax indicated that I need to upgrade to premium version. I only have two 1099-INT forms totaled under $5,000. What are the criterias that trigger TurboTax to upgrade to premium version?

Re: Free Edition includes some 1099-INT

xmasbaby0 — Sat, 24 Jan 2026 15:36:38 GMT

If you have more than $1500 on 1099INT's you have to upgrade; you cannot use the Free Edition.

Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site

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

Re: Free Edition includes some 1099-INT

DoninGA — Sat, 24 Jan 2026 15:36:48 GMT

If you have interest and/or dividends which total more than $1,500 then Schedule B must be used.

The Free edition does not support Schedule B. The Deluxe and Premium editions support Schedule B.

Re: Free Edition includes some 1099-INT

Hedgehog23 — Sat, 24 Jan 2026 15:38:44 GMT

Thank you for the quick reply.