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WHY DO I HAVE TO PAY? I WANT THE FREE EDITION
The information that you can enter in Free Edition is pretty limited now. Thanks to the new tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's. Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition. Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.https://ttlc.intuit.com/questions/4511011-what-happened-to-the-1040a-and-1040ez If you started in the Free Edition and entered any data that required any of those three schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.
When you chose to “start” in the Free Edition —
Directly below the words “Free Edition” there is a blue link that says “For simple tax returns only” If you click that link it brings up this information:
You can file with TurboTax Free Edition if you have a simple tax return.*
*A simple tax return is Form 1040 only.
Situations covered in TurboTax Free Edition include:
Situations not covered in TurboTax Free Edition include:
How does TurboTax make any money?
Customers with more complex tax situations will file with our paid TurboTax products that provide all the additional forms and guidance they need. We also offer additional benefits that go beyond filing your taxes, but they are optional and are not required to file simple taxes for free. We hope that, over time, as our customers with simple returns need more capabilities as their financial situations change (for example owning a home, having a child, managing investments), they have loved our products and services so much that they will choose our paid TurboTax offerings to prepare and file their returns.
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/
How can I see my TurboTax fees?
https://ttlc.intuit.com/questions/2565973-how-do-i-review-my-fees-in-turbotax-online
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
Certain items that you are entering on your tax return are likely causing you to be ineligible for the TurboTax Free Edition.
If TurboTax detects that your tax situation requires a higher version, such as deductions for owning a home, unemployment income, or self-employment income, you will be prompted to upgrade to the proper version that supports the forms that you need to complete your tax return accurately.
For example (as per @xmasbaby0) above, you can file for free if you have the following situations:
You can not use TurboTax Free Edition if you have the following situations:
You can view your TurboTax Fees in your TurboTax program as follows:
There are two ways to switch to a cheaper TurboTax Online product: Switch to Free, and Clear and Start Over.
You can’t switch if you already paid with a credit card or had your TurboTax fees deducted from your refund.
Click here for instructions on switching to a cheaper TurboTax Online product.
If you have added the Premium Service bundle and do not see the option to remove it, it's probably because you've either already begun using the features included in your bundle or you completed your order. If this is true, the remove option won't be available to you.
Click here for instructions on how to remove premium services from your bundle
Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support.
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