Completed Intuit free and still trying to charge me 69 bucks. I have only 1099-r and ss incomes with a little bank interest from savings. Why?

66gtolvr · ‎March 21, 2026

xmasbaby0

You mention "a little bank interest" ---if you have more than $1500 of interest income you cannot use the Free Edition and were upgraded to Deluxe -- a paid version.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

mesquitebean

Here's another possibility that can cause an upgrade.

Did your 1099-R trigger either of the following? The situations below would require an upgrade to Deluxe.

Did you have any early withdrawal penalty from your retirement plan, which would require Form 5329?
Did you require a Form 8606 for distributions from a non-deductible IRA? Or an IRA to Roth conversion?

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Completed Intuit free and still trying to charge me 69 bucks. I have only 1099-r and ss incomes with a little bank interest from savings. Why?