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New Member
posted Jun 6, 2019 12:40:21 AM

Can anyone tell me why it is making me upgrade to Deluxe?

It's saying I have a schedule 4 but that isn't correct.
Doesn't allow me to choose the free edition.

0 3 8039
3 Replies
Intuit Alumni
Jun 6, 2019 12:40:23 AM

Depending on what your tax situation is, you might need to use new tax forms to claim the same deductions, credits, or forms of income. Some of the situations that are now in TurboTax Deluxe and TurboTax Live Deluxe, instead of in Free Edition, include:

  • Student loan interest deduction
  • Retirement savings contribution credit
  • Education credits
  • Child & dependent care credit

If none of this applies to you, you can use the clear and start over feature.

Note: In TurboTax Online, you can erase your return and start from scratch as long as you haven't submitted payment, deducted the TurboTax fee from your refund, or registered.

Please see the two TurboTax FAQs below for more information.

https://ttlc.intuit.com/replies/4223394

 

https://ttlc.intuit.com/replies/4248526

 


New Member
Feb 8, 2020 6:14:44 AM

My return did not require schedule 4 filing , TurboTax made me upgrade. Can I receive a refund ?

Expert Alumni
Feb 8, 2020 3:34:49 PM

 

 

See the answer above from BrandiLO.  If you have paid and change your mind, you can contact our customer service department for a possible refund:

 

TurboTax contact

 

@ Casey24401