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You may need Schedule 3 if you are claiming any of these nonrefundable credits
Or if you have any of these other payments and refundable
Considering that we have chosen to file estimated taxes each year rather than allowing the automatic deduction. We would be faced with the situation each year of having to upgrade our Turbotax to the premier level for a cost of $80.00. For that amount I can have my tax preparer who has done our taxes for 25 years continue to do our tax returns.
Form 1040-ES or Estimated tax payments, can be made from the Free Edition program.
Attached is a link to the forms included in each level of the software:
Schedule 3 is required if any of the credits mentioned by DianeC958 above apply.
This Schedule pulls from other forms needed to process your return based upon the information you enter into the program.
The upgrade is there to ensure you are able to claim the credits you are entitled to on your tax return.
If you do not need the forms, you do not need to upgrade.
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