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jeffb99
Returning Member

Downgrade to Free?? - No Sch D

Hello.  In 2023 I used 100% of a Capital Loss Carryover from a previous year.  Even though there is nothing to carry forward, Turbo Tax is importing that into 2024.  I did NOT receive a Schedule D this year and there is NO impact on my 2024 taxes.  In this situation, I don't believe I'm required to post the $0 carryover. 

 

But TurboTax is telling me I must upgrade to Premium for $89 because its processing the $0 Capital Loss Carryover.  I can't seem to delete the import so I can use the Free version.  

 

Any ideas??  Thanks!!

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1 Reply
DawnC
Employee Tax Expert

Downgrade to Free?? - No Sch D

Have you tried to downgrade?   Delete the capital loss carryover worksheet.   Then downgrade; see instructions below.  

 

How to delete forms in TurboTax Online    

 

Follow these steps to downgrade to a different TurboTax Online product:

 

  1. Open your return if you haven't already.
  2. In the left menu, select Switch Products.
  3. Select Downgrade.

 

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