I qualify for the savers credit but to get it I am required to upgrade for $59.99 plus need to pay for state ($59.99) which is more than the credit. any options?

yungphil2002 · ‎March 5, 2024

xmasbaby0 · ‎March 6, 2024

If you just want to forget getting that saver credit due to the upgrade to Deluxe, you can tell the software in My Info that you were a student and it will disqualify you for the credit and let you use the Free Edition.

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/

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

fanfare · ‎March 6, 2024

If you qualify for Retirement Saver, you probably qualify for Free File at IRS.gov.

don't give up your refund.

@yungphil2002

OR

file without it, then amend your return to claim the credit

Does TurboTax free edition support amendment?

I don't know.

Even so you can do 1040-X yourself on paper.

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I qualify for the savers credit but to get it I am required to upgrade for $59.99 plus need to pay for state ($59.99) which is more than the credit. any options?