topic Can I use free edition for Dad's taxes with just pension, social security and interest income? Have done it last 2 years but now wants me to pay for deluxe edition in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/can-i-use-free-edition-for-dad-s-taxes-with-just-pension-social-security-and-interest-income-have/01/3182611#M211228 Wed, 11 Feb 2026 03:48:47 GMT mtom972222 2026-02-11T03:48:47Z Can I use free edition for Dad's taxes with just pension, social security and interest income? Have done it last 2 years but now wants me to pay for deluxe edition https://ttlc.intuit.com/community/retirement/discussion/can-i-use-free-edition-for-dad-s-taxes-with-just-pension-social-security-and-interest-income-have/01/3182611#M211228 Wed, 11 Feb 2026 03:48:47 GMT https://ttlc.intuit.com/community/retirement/discussion/can-i-use-free-edition-for-dad-s-taxes-with-just-pension-social-security-and-interest-income-have/01/3182611#M211228 mtom972222 2026-02-11T03:48:47Z Re: Can I use free edition for Dad's taxes with just pension, social security and interest income? Have done it last 2 years but now wants me to pay for deluxe edition https://ttlc.intuit.com/community/retirement/discussion/re-can-i-use-free-edition-for-dad-s-taxes-with-just-pension-social-security-and-interest-income-have/01/3182615#M211229 <P>If the interest income is over $1500 his return is not a "simple" return and you will need to upgrade.</P> Sun, 11 Feb 2024 16:59:54 GMT https://ttlc.intuit.com/community/retirement/discussion/re-can-i-use-free-edition-for-dad-s-taxes-with-just-pension-social-security-and-interest-income-have/01/3182615#M211229 xmasbaby0 2024-02-11T16:59:54Z Re: Can I use free edition for Dad's taxes with just pension, social security and interest income... https://ttlc.intuit.com/community/retirement/discussion/re-can-i-use-free-edition-for-dad-s-taxes-with-just-pension-social-security-and-interest-income/01/3185220#M211423 <P><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">The free version is very versatile.&nbsp;</SPAN></P> <P><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">These are the situations covered&nbsp;</SPAN></P> <P>&nbsp;</P> <UL> <LI><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">W-2 income</SPAN></LI> <LI><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">Interest or dividends&nbsp;</SPAN> <UL> <LI><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;"><STRONG>Except </STRONG>(1099-INT/1099-DIV) that don’t require filing a Schedule B</SPAN></LI> <LI><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">This occurs when you reach $1,500</SPAN></LI> </UL></LI> <LI><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">IRS standard deduction</SPAN></LI> <LI><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">Earned Income Tax Credit (EITC)</SPAN></LI> <LI><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">Child Tax Credit (CTC)</SPAN></LI> <LI><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">Student loan interest deduction</SPAN></LI> </UL> <P><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">Other tax situations will require an upgrade.</SPAN></P> Mon, 12 Feb 2024 19:42:05 GMT https://ttlc.intuit.com/community/retirement/discussion/re-can-i-use-free-edition-for-dad-s-taxes-with-just-pension-social-security-and-interest-income/01/3185220#M211423 JohnB5677 2024-02-12T19:42:05Z