turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

This site and app keep wanting me to upgrade because I "have a foreign investment listed." I've gone back thru and specifically answered "no" to those questions.

I have tried to go back and save and then click the back button to confirm the changes are saved and they show saved, but by the time I get back to the screen to submit I get the same error. I have also tried on the app and have the same problem
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JulieS
Expert Alumni

This site and app keep wanting me to upgrade because I "have a foreign investment listed." I've gone back thru and specifically answered "no" to those questions.

Yes, you may get the message to upgrade if you have foreign tax paid on Form 1099-DIV in box 7 as well as answering yes to the questions about foreign assets. 

 

Any amount in box 7 of Form 1099-DIV will qualify you for the foreign tax credit, which isn't included in the Free Edition. If you have an entry there, you can remove it because it's not income, it's a credit. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies