turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

It says I must upgrade, but the only thing that is even near odd is I have 2 W2s. So unless having 2x W2s is the trigger for requiring deluxe, it is broken...IMO

only 1 state, no education stuff, no property stuff, no bank stuff, no retirement stuff....ALL I have is 2 W2s and that is IT...
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
rjs
Level 15
Level 15

It says I must upgrade, but the only thing that is even near odd is I have 2 W2s. So unless having 2x W2s is the trigger for requiring deluxe, it is broken...IMO

Doesn't the message tell you why you have to upgrade?


Is the total of box 4 on your two W-2s more than $9,932.40? That would require Schedule 3, which is not included in Free Edition.


Is box 5 on either W-2 more than $200,000, or is the total of box 5 on your two W-2s more than $250,000 if you are married filing jointly, $125,000 for married filing separately, or $200,000 for any other filing status? If so, you have to file Form 8959, which is not included in Free Edition.


Is there an amount in box 10 of either W-2? That would require filing Form 2441, which is not included in Free Edition.


What do you have in boxes 12 and 14 of your W-2s? There are a number of possible entries in one of those boxes that could require upgrading.

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies