I have finished my tax prep, but in the final "file" stage it's suddenly telling me I need to upgrade to Premier because "You have Capital Gains or Losses (Schedule D)."
But I really don't. The only thing I have is Capital Gains Distributions from mutual funds that was reported on a 1099-DIV. I never received an 8949. I should be able to report it on the 1040 line and check "Schedule D not required."
How do I get out of this loop?
Actually you will need to upgrade to at least Deluxe because you need Sch 1 which the FREE version will not allow.
Be aware that the online TurboTax Free Edition is very limited to only simple returns--so be careful----if your return requires any of the schedules or extra forms then an upgrade to a paid version will be required. https://turbotax.intuit.com/personal-taxes/online/
There are still eight various software providers who will participate in the Free File program ... if your AGI is $73K or less then check them out ...
Use this IRS site for other ways to file for free:
I'm using Deluxe already. It's claiming I have to upgrade to TurboTax Premier.
You can :
1) upgrade to keep using the online program
2) switch to the downloaded version ... use Basic if you don't need a state ... Deluxe if you do.
3) switch to one of the IRS FREE FILE options if your AGI will be less than $73K
Thanks, but that's not great advice.
I called the Intuit support line. They agreed that a schedule D is not required in my situation and they could not understand why their program was insisting that one was required.
They gave me a code to work around the problem.