topic TurboTax wants to charge me 40 to upgrade and I don’t want to in Get your taxes done using TurboTax

TurboTax wants to charge me 40 to upgrade and I don’t want to

jennyhousden — Sun, 09 Feb 2020 00:14:53 GMT

Re: TurboTax wants to charge me 40 to upgrade and I don’t want to

JeanneLO — Sun, 09 Feb 2020 16:17:36 GMT

If you are being prompted to upgrade you may have a tax situation that needs certain forms. Taxpayers are eligible for Free Edition if they file a simple tax return (Form 1040 with no schedules): that includes W-2 income, limited interest and dividend income reported on a 1099-INT or 1099-DIV, claiming the standard deduction, Earned Income Tax Credit, and the Child Tax Credit.

Please see this for more information:

https://blog.turbotax.intuit.com/turbotax-news/turbotax-free-edition-free-federal-free-state-free-to-file-42200/

Please see this product comparison that explains the right TurboTax product for each tax situation.

Re: TurboTax wants to charge me 40 to upgrade and I don’t want to

Evdokia88 — Sun, 21 Mar 2021 20:47:13 GMT

I have a turbotax Deluxe, why do I have to upgrade to enter a form 1099-B? I'm upset!

Re: TurboTax wants to charge me 40 to upgrade and I don’t want to

DoninGA — Sun, 21 Mar 2021 20:52:06 GMT

@Evdokia88 wrote:

I have a turbotax Deluxe, why do I have to upgrade to enter a form 1099-B? I'm upset!

The Deluxe edition does not support investment sales on a Schedule D or Form 8949. You need to upgrade to the Premier edition.