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New Member
posted Jun 1, 2019 3:02:20 PM

Can I use the Turbo Tax Free subscription if I have forms 1099-SA, 1099-G and 5498-SA?

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1 Replies
Intuit Alumni
Jun 1, 2019 3:02:21 PM

Depending on what your tax situation was last year, you might need to upgrade in order to use new tax forms to claim the same deductions, credits, or forms of income. Some of these situations are now in TurboTax Deluxe and TurboTax Live Deluxe, instead of in Free. For instance, if you have certain tax situations such as a mortgage, charitable donations, medical expenses, or student loan interest deduction, these also require Deluxe. 

Here is more information about why you may need to upgrade from Free Edition.   https://ttlc.intuit.com/replies/4223394