turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I am qualified for free edition, but why am I required to pay?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
SabrinaD2
Expert Alumni

I am qualified for free edition, but why am I required to pay?

It sounds like you might be encountering some additional features or forms that aren't covered by the Free Edition. 

 

Below are some reasons why you’re being asked to pay and where to find ‌pricing information in TurboTax:

Why You Might Be Required to Pay

  1. Complex Tax Situations: The Free Edition covers  simple Form 1040 return is one that’s filed using IRS Form 1040 only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest). Roughly 37% of taxpayers are eligible.
  2. If your return includes other forms or schedules, you may need to upgrade to a paid version.
  3. Additional Features: If you’ve added features like TurboTax Live assistance or other premium services, these will incur additional costs
  4. Examples of situations not included in Free
    • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
    • Unemployment income reported on a 1099-G
    • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
    • Stock sales (including crypto investments)
    • Income from rental property or property sales
    • Credits, deductions and income reported on other forms or schedules

Checking the Price in TurboTax

  1. Open or continue your return.
  2. On Tax Home, select Start or Continue to enter your return.
  3. Select Tax Tools from the menu, and then Tools.
  4. A Tools Center box will pop up on your screen.
  5. Select My Fees..

Reach back out if further clarification is needed

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question