I got all the way through doing my federal and state returns with Premier (just like last year) and was ready to file. TurboTax says I have to upgrade to Self-Employed because of the "complexity" of my situation. I own an S corp and do not have any 1099 income. I do not have anything that goes on Schedule C. The only business deduction I have on my personal return is self-employed health insurance, just like last year.
For the love of Pete, I do not care about receiving specialized small business advice. Can someone please tell me how to override this nonsense?
If you reported K1 activity on your return and reported an amount in Box 1, you claim the can claim the deduction in the follow up questions after entering your K1. It is in the screen that says Other Situations and in this screen you will check I personally paid health insurance and/or long-term care insurance premiums for myself and my family and this S corporation paid me wages.
I don't know how you entered this deduction because according to the instructions, you would have had to enter this either from a K1 or a Schedule C because you must have income to be eligible for the deduction from either a Schedule C or K1. I have a feeling you may have tried to enter this under Self-employment income and expenses and this is why the program is prompting you to upgrade.
If this was enter from the K1 screen, you would not be prompted to upgrade but again, you would need a K1 to report it.
Thank you for the quick reply, but I did not enter the insurance premiums under self-employment income and expenses. I did check "I personally paid..." and entered my premiums in that dialog.
I looked in the Forms and Worksheets view to make sure I hadn't done anything to inadvertently cause a Schedule C to be generated. There isn't one.
When I try to file it takes me to a screen that says
and tries to shake me down for an extra $30, which it so generously offers to deduct from my refund. I have no idea what "situation" it is referring to. I'd pay it just to have the whole thing over and done with, but I don't feel like investing the time to go through another step-by-step interview.