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zoomom315
New Member

It says it’s free to file federal and state so why is it charging me at the end?

 
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3 Replies

It says it’s free to file federal and state so why is it charging me at the end?

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.

 

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2024 online tax return. Click on Clear & Start Over.

 

Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp

 

Please Note -

TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits

A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible.

If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price.

Situations covered (assuming no added tax complexity):

  • W-2 income
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

Situations not covered:

  • Itemized deductions claimed on Schedule A
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income
  • Stock sales (including crypto investments)
  • Rental property income
  • Credits, deductions and income reported on other forms or schedules
NicolleR1
Expert Alumni

It says it’s free to file federal and state so why is it charging me at the end?

You should review your fees in your TurboTax account to find out what type of fee you are being charged. Sometimes you start with the Free Edition (which is typically a simple form 1040), but as you enter more complex forms or sections you might be required to upgrade depending on your individual situation. 

 

To locate the fees section, view the link below  

How do I review my fees in TurboTax Online? 

 

To see why are you being charged or to remove any non-desirable fees, click on the link below 

Why am I being charged for TurboTax Free Edition?


 

RRCUR
New Member

It says it’s free to file federal and state so why is it charging me at the end?

Just terrible and dishonest.  I've used Turbo Tax for decades and decided to stay with it this year because of the supposed free Federal prep, which ended up costing me $79, because apparently, I must have entered an item that boosted my return out of the free category.

 

THERE WAS ABSOLUTELY NO NOTIFICATION OF WHEN AND WHY THIS HAPPENED DURING THE PROCESS, AND OH, BY THE WAY, THEY WANT ANOTHER $40 FOR ME TO PAY WITH MY REFUND.

 

Nice FREE $119 Federal tax return TurboTax!  You have lost a longtime customer. Really a crappy way to treat people.  This will be remembered next year!

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