My daughter's taxes are very simple. The refund is only $86, but you are charging her $88. Why are you charging her more to file than her return is worth?

[scout30501]

Where is the free version?

[DoninGA]

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.

The Deluxe online edition is $49.  Adding a state tax return is an additional $39.

The TurboTax account fees are not based on the amount of the tax refund or the amount of taxes owed.

[LindaS5247]

As DoninGA mentions, the TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. You can access TurboTax Free Edition here.

Depending on what TurboTax platform you are using, you may be able to downgrade to a different TurboTax Online product:

1. Open your return 
2. In the left menu, select Switch Products
3. Select Downgrade

You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?

You can review your fees in TurboTax online as follows:

1. Go to the left side of your screen under "Tax Home"
2. Go to "Tax Tools" then "Tools"
3. The "Tools Center" Box will pop up
4. Click on "My Fees" to see a summary of your Turbo Tax Fees.

If you have additional information or questions regarding this, please return to Community and we would be glad to help.

[VolvoGirl]

A couple reasons it could have upgraded…
You might be seeing this because of form 8959, that goes to Schedule 2. The amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding. I read a post that said to try leaving the cents off of the Medicare tax on your W2 box 6. Box 6 has to be exactly 1.45% of box 5 or less.

If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the Retirement Savings Credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.