topic Why am being charged to file my returns when I'm using Turbo Tax Free in Get your taxes done using TurboTax

Why am being charged to file my returns when I'm using Turbo Tax Free

nddmngz — Wed, 04 Feb 2026 00:25:10 GMT

Re: Why am being charged to file my returns when I'm using Turbo Tax Free

LindaS5247 — Wed, 04 Feb 2026 01:58:52 GMT

The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.

You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any unwanted Fees Why am I being charged for TurboTax Free Edition?

You can review your fees in TurboTax online as follows:

Go to the left side on your screen under "Tax Home"
Go to "Tax Tools" then "Tools"
The "Tools Center" Box will pop up

Click on "My Fees" to see a summary of your Turbo Tax Fees

Click here for "How do I review my fees in TurboTax Online?"

Click here for "How do I downgrade to a different TurboTax Online product?"

Please return to Community if you have any additional information or questions and we would be happy to help.

Re: Why am being charged to file my returns when I'm using Turbo Tax Free

VolvoGirl — Wed, 04 Feb 2026 02:12:59 GMT

A couple reasons could be……
You might be getting Form 8959 because the amount of Medicare taxes withheld in box 6 is Not exactly 1.45% of the Medicare wages in box 5. Remove any cents for the Medicare in box 6 and see if the 8959 and upgrade message goes away.

If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the retirement savings credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.