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New Member
posted Feb 7, 2024 6:02:02 AM

How can I move pass this asking about paying the deluxe max and I don’t want to that. So there anyway to move pass that question?!

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1 Replies
Expert Alumni
Feb 7, 2024 6:15:49 AM

Yes, you can select Don't Upgrade or Continue without upgrading when asked to upgrade to Deluxe.

 

If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price.

 

Situations covered (assuming no added tax complexity):
• W-2 income
• Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
• IRS standard deduction
• Earned Income Tax Credit (EITC)
• Child Tax Credit (CTC)
• Student loan interest deduction

 

Situations not covered:


• Itemized deductions claimed on Schedule A
• Unemployment income reported on a 1099-G
• Business or 1099-NEC income
• Stock sales (including crypto investments)
• Rental property income
• Credits, deductions and income reported on other forms or schedules
• Refund advance fees