☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jan 24, 2026 7:33:04 AM

Free Edition includes some 1099-INT

It is my understanding that Free Edition includes some 1099-INTs.  TurboTax indicated that I need to upgrade to premium version. I only have two 1099-INT forms totaled under $5,000. What are the criterias that trigger TurboTax to upgrade to premium version?

0 3 844
3 Replies
Level 15
Jan 24, 2026 7:36:38 AM

If you have more than $1500 on 1099INT's you have to upgrade; you cannot use the Free Edition.

 

Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site

 

https://apps.irs.gov/app/freeFile/

 

Level 15
Jan 24, 2026 7:36:48 AM

If you have interest and/or dividends which total more than $1,500 then Schedule B must be used.

The Free edition does not support Schedule B.  The Deluxe and Premium editions support Schedule B.

New Member
Jan 24, 2026 7:38:44 AM

Thank you for the quick reply.