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I am required to upgrade to deluxe even though i only have w2 to file. please advise how to process with free version.

 
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2 Replies

I am required to upgrade to deluxe even though i only have w2 to file. please advise how to process with free version.

Do you have a code a W-2 box 12 amount and code that indicated a retirement plan contribution?   It might be applying the Savers Credit that required an additional schedule not supported in the Free version.


Two options if that is what it is for:

1) You might be able to use the Free File Edition for incomes under $36,000 and supports all states and most forms.

And get the credit.

The Free File Edition is part of the IRS Free File alliance and is totally separate from TurboTax website. The IRS Free File should not be confused with the TurboTax Free Edition that only supports simple tax returns.

https://freefile.intuit.com/

How do I switch to TurboTax Free File?
https://ttlc.intuit.com/replies/3491786


2) In the "savers credit" interview answer "yes" you are a student. The answer does not go on the tax return or affect anything else, it simply "fools" TurboTax to remove the credit.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

I am required to upgrade to deluxe even though i only have w2 to file. please advise how to process with free version.

if you select Turbotax from the IRS free file program you must create a new account.

Otherwise you will be right back where you started with an upgrade and a fee.

Unlock tailored help options in your account.

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