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New Member
posted Jun 3, 2019 4:48:35 PM

Can I file my W-2 and 1099G under the free filing?

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22 Replies
New Member
Jun 3, 2019 4:48:36 PM

Yes, if you meet the following qualifications for FREE edition.

TurboTax free edition is for simple tax returns (1040EZ/1040A) with standard deductions. If your return is more complex you will not be able to use the free edition.  

You can use the free edition if you: 

  • Made less than $100,000
  • Don't own a home or rental property
  • Didn't sell investments
  • Don't own a business or have 1099-MISC income
  • Don't have any major medical expenses

Check out this link for more info on products and pricing. https://turbotax.intuit.com/personal-taxes/compare/online/

New Member
Jun 3, 2019 4:48:38 PM

Does this answer still apply to this question, one year later?

New Member
Mar 27, 2020 3:05:19 PM

No.

If you have a 1099-G you will be forced to buy deluxe for $60.  Speaking from experience.

Level 2
Jul 13, 2020 2:25:07 PM

Yes, if you are poor and unlucky enough to have been unemployed, Intuit will greedily charge you a fee for being low income. Use the IRS website to find a cheaper provider. Only use Intuit if it is really free, which is rare.

Level 2
Jan 30, 2021 7:54:31 PM

Hello DeniseF1,

Would you please confirm that free filing for W-2 and 1099G still working for the 2020 Tax return?

Thank you for your time.

Level 15
Jan 30, 2021 8:19:59 PM

@Olli 2020

WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION

 

The information that you can enter in Free Edition is pretty limited now.  Thanks to the new tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.https://ttlc.intuit.com/questions/4511011-what-happened-to-the-1040a-and-1040ez

 

https://www.irs.gov/forms-pubs/about-form-1040 

 

If you qualify to use it, there is another full-featured free version of the software:

Try Free File: 

You qualify if your income was $39,000 or less, or $72,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program

 

 

Note:  If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software.   

Online Deluxe $40  State software $40

 

 

Or—-Use this IRS site for other ways to file for free

 

https://apps.irs.gov/app/freeFile/

Level 2
Jan 30, 2021 8:24:50 PM

Thank you for your prompt reply.

But basically, the short answer will be .... NO

I can not use the free edition to file W2s and 1099G.

New Member
Jan 31, 2022 8:49:41 PM

I was trying to file with TurboTax online ... for free ... and got charged $78 and they say it will take up to 3 weeks to get a refund. I am not happy.

Level 2
Jan 31, 2022 9:09:11 PM

TurboTax and intuit are extremely greedy . All tax software firms made a deal with the IRS to provide free preparation only for very low income simple tax returns . That’s so you can’t free file with the IRS. It’s a payoff bribery scam. Another scam is the bait and switch . Spend an hour then learn that the cost is $100. I use the cheapest site I can find which is not intuit TurboTax .

Level 2
Feb 22, 2022 2:09:45 PM

Just call the customer service number and ask nicely and they will issue you a service code making it free.

Level 7
Feb 22, 2022 2:22:04 PM

No, if you have an unemployment income with 1099-g you are not eligible to free file.

 

Click on the link for more information

 

Free File

Level 1
Mar 15, 2022 2:11:02 PM

I have a 1099G from 2021, if I paid for the Deluxe,  Will I get any extra FEDERAL REFUND for reporting the 1099-G Unemployment Income?

Level 15
Mar 15, 2022 2:25:06 PM

@zhoubolin No you do not get an "extra" refund for reporting your unemployment.  You are REQUIRED to enter your 1099G for unemployment because it is taxable income.  This year you cannot use the Free Edition to enter unemployment, so that is why you need to upgrade to Deluxe.

Expert Alumni
Mar 15, 2022 2:27:23 PM

It depends on your income, your tax withholding and any credits and deductions that you have @zhoubolin.

 

The IRS gets a copy of the 1099-G. If you get a bigger refund than you are supposed to because you did not report unemployment benefits, then you will probably be audited and will have to pay it back with penalty and interest.

 

If you did not have any tax withheld on unemployment, you probably will not get a larger refund by including unemployment.

New Member
Apr 18, 2022 9:33:20 PM

i filed with a w2 and 1099-g. i was forced to pay for 60 dollars for deluxe for federal, then they charge 50$ for the state and with taxes I paid a dollar shy of 120$. F U TURBO TAX> i used to love you guys.

Level 8
Apr 19, 2022 8:01:05 AM

Need to make sure you answer certain questions regarding credits and deductions in a manner that would upgrade you.  Next time just go straight to the W-2 section and the unemployment section, enter that and go to file.

New Member
Apr 22, 2022 11:39:08 PM

It free If you make under $100,000 don’t get no medical expenses 1099G an appointment I was charge a fee for taxes that I file that I’m still waiting for and I’ll pay with my credit card

New Member
Apr 24, 2022 1:49:24 PM

Interesting. They charged me 120$ and I made only about 26 27k this year. Most on unemployment too so this is their BS criteria.. somehow I fell under their requirements but yet they gave me no option to but to file through them thru deluxe and then upgraded the deluxe federal cost of 60 dollars ( funny because there was a promo of 5 $ off that didnt register and and then somehow charged me 50$ for state. Which is more understandable than federal as I fell under free file with that.) Used turbo tax for 10 years. The year of pandemic was when they charged me 80$ and now 120.  The two hardest  Never again.

 

New Member
Feb 2, 2023 9:29:49 PM

Apparently if you're struggling to live on unemployment at tax time, TurboTax thinks you should spend more money to file. After many years using this service, I'm doing my taxes by hand this year.

Level 15
Feb 2, 2023 9:42:16 PM
New Member
Apr 11, 2025 1:32:23 PM

I do qualify but was charged. I met them all. Why I as I charged a fee? 

Level 15
Apr 11, 2025 1:37:08 PM

@deannarw1 You are posting to a thread that has had no activity for over two years.  What issue are you trying to resolve?  Is it something about your fees?

If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.

 

 

 

TurboTax Online: Important Details about Filing Simple Form 1040 Returns

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income
  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions
  •  

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
  • Stock sales (including crypto investments)
  • Income from rental property or property sales
  • Credits, deductions and income reported on other forms or schedules 
  • 1095A for marketplace health insurance

 

 

How can I see my TurboTax  fees? 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k

 

If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :

 

 

 

Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site

 

https://apps.irs.gov/app/freeFile/

 

Or—if you live in certain states you may be eligible to use the new IRS Direct File

 

 

In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming. 

 

https://directfile.irs.gov/

 

https://home.treasury.gov/news/press-releases/jy2629