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model999
New Member

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

 
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13 Replies

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

Did one have obamacare?
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I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

or some entry in Box 12 of their W2?
♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪
model777
New Member

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

No.

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

Do they both JUST have W2's?
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model777
New Member

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

No W-2's.  They are minors with college accounts. That's all.

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

what type of tax reporting forms did you enter for each of them?
♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪
model777
New Member

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

1099-DIV

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

Did one have only dividends and the other have dividends and capital gains?
♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

or did one have a lot more in dividends than the other?
♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

You can use the FREEDOM edition for your daughter as long as her AGI was less than $34,000.  There is no fee regardless of the forms needed to file. https://turbotax.intuit.com/taxfreedom/

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model999
New Member

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

I have been trying this.  It worked for my son's return.  They keep telling me I need to upgrade for my daughter.

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

You may need to create a new account.  Use the link I posted.  This is the FREEDOM edition, NOT the Free Edition.  You cannot upgrade in FREEDOM.
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model999
New Member

I did my son's taxes and it did not require me to upgrade. I am now doing my daughter's which are identical and it will not let me finish without upgrading. How and why?

Even though I did her taxes last year and used the Freedom Edition?  Does she then have two accounts?

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