Do I qualify for the TurboTax Freedom Edition if I'm self employed and earned less than $33K? It told me I qualify, but now I'm being charged.

[mesquitebean · Accepted solution]

You would qualify for FREEDOM Edition if your AGI is $33,000 or less.   It goes by AGI, not the amount of self-employed income.   For some people AGI also includes other income and adjustments; it's not necessarily just earned income.

However, you don't appear to be using the FREEDOM Edition.  You appear to be using the Self-Employed Edition, at least that is what is displayed next to your screen name above.

Did you try to use the FREEDOM Edition, and didn't create a new account (User ID) there?  If so, it would put you right back in regular Online TurboTax instead.    You have to create a new account there. 

If you DID create a new account there and started using it, did you get a message that your AGI was too high, and it told you to use Self-Employed Edition instead? 

Here's the info on Freedom Edition, and the last link below is the proper way to switch:

The FREEDOM Edition (not to be confused with the regular Free Edition) has free Federal preparation AND free State preparation. There is no efiling fee. 

The Freedom Edition is more fully-featured than the regular Free Edition.  The Freedom Edition can prepare Schedule A, C, D, E, F and enter K-1 that the Free Edition cannot.  It will prepare a Form 1040 return, or 1040A or 1040EZ.

For Freedom Edition a user needs to meet only ONE of these qualifications: 

•  AGI of $33,000 or less
•  or active duty military (including Reservists and National Guard) with a military-issued W-2 and a 2017 AGI of $66,000 or less
•  or eligible for the Earned Income Credit (EIC aka EITC).

The FREEDOM Edition is located at the following site:
https://turbotax.intuit.com/taxfreedom

Here's how to switch and start over in Freedom Edition.   It requires a new account (new User ID) at the Freedom website.
https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-freedom-edition

Before going there, you should clean up your browser by deleting your browser Internet cache and any Intuit-related cookies, so it won't put you back in Online TurboTax.  And is mentioned in that FAQ, do NOT use the same User ID that you used at regular Online TurboTax; set up a new account.

[Jwhardin1974]

I I only make $27,000 

[Critter]

In the regular Turbo Tax Free Edition, information that you can enter is limited. 

There is also The Turbo Tax Free File program which is free for federal and state.  And has more forms than the Federal Free Edition, like Schedules A, B, C , D, E, F, EIC, H, K-1, SE,  etc.

NOTE:  You will have to setup a new account with a new username and new password or it will take you back to regular Turbo Tax.

To qualify for the Free File website  you just need to meet one of these 3 things.

AGI $36,000 or less.

Active duty military with AGI of $69,000 or less

OR qualify for EIC (earned income credit.)

In order to use the Free File program, you have to start it at a special website.  Click on the Orange button I Qualify, Let's get Started and set up a NEW account

https://freefile.intuit.com/

[Andruu]

only thing free here is to find out how much money your getting back, want your money?  Got to pay to receive it.  Have a question? its free to ask, but Got to pay for the answer

[Critter]

There are 10 companies who participate in the IRS FREE FILE collaboration ... so if your income is less than $69K  there is at least one company you can use ... use the tool to see which ones you qualify to use : 

https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free