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Level 1

Forcing me to upgrade to Deluxe?

TurboTax is trying to force me to upgrade to Deluxe because I have Schedule 4, Other Taxes. What does that even mean?
4 Replies
Level 6

Forcing me to upgrade to Deluxe?

Schedule 4 is a new schedule to report other taxes you owe including self-employment, unreported SS tax and the penalty for not having health insurance.

See the link for a copy of the form:

Before you pay to upgrade, I suggest trying TurboTax Free File Edition

While the name is similar to Free Edition, there are no costs to upgrade if you qualify. 

To you qualify

Make less than $34,000 a year or

Qualify for the Earned Income Credit or

Active military making less than $66,000

For more information, follow these links: Free File Program  and IRS Free File Alliance.

To get started, click here:

Level 3

Forcing me to upgrade to Deluxe?

Not happy either. You prompted me to upgrade to deluxe and it does not change a thing except now I have a fee. And to get back to my free tax return I have to clear all the work I did.

Grrr...taxes are already not fur...thanks a lot Turbo.

Level 11

Forcing me to upgrade to Deluxe?



Major tax reform and major changes in the tax forms have also resulted in changes to the tax software.


The information that you can enter in Free Edition is pretty limited now.  Thanks to the new tax laws, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a little “postcard-size” Form 1040 that has six 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. 

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

Try Free File: 

You qualify if your income was $34,000 or less, or $66,000 or less if active duty military, or if you qualify for Earned Income Credit


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

Level 20

Forcing me to upgrade to Deluxe?

The change in the refund meter happened before you upgraded which is why you think nothing changed ... when you upgraded the change became permanent .... so look at the return Sch 4 and see what line you were effected by ...

You can peek at only the Federal form 1040 and the summary of the state info by going here:

1) lower- Left side of the to the left side of the "Tax Tools" text selection.
2) then select "Tools"
3) then select "View Tax Summary" from the pop-up
4) then back to the left-side and "Preview 1040"

Then hit the "Back" on the left side to get back to your tax entries.
To view your entire return using the online editions (including the state) before you file, you will need to pay for your online account.
To pay the TurboTax online account fees by credit card, without completing the 2018 return at this time, click on Tax Tools >>> Tools and then Print Center. Then click on Print, save or preview this year's return. On the next page, to pay by credit card, click Continue. On the next screen it will ask if you want Audit Defense, if you do not want this option just click on the Continue button. The next screen will ask for all your credit card information so you can pay for the account.