The information that you can enter in Free Edition is pretty limited now. Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's. Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition. Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules. If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.

TurboTax Online: Important Details about Filing Simple Form 1040 Returns

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
- Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
- Stock sales (including crypto investments)
- Income from rental property or property sales
- Credits, deductions and income reported on other forms or schedules
  
  How can I see my TurboTax fees?
  
  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
  
  If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
  - Remove Premium Services
  - Remove MAX Defend & Restore
  - Remove a state
  - Remove PLUS Help & Support
  - Remove Pay With Your Refund
    
    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.**

Monikak11

Level 2

If you are using TurboTax Online Deluxe and wish to downgrade your product, first be sure that you will still have what you need to complete your return. See here for a comparison of Online products.

There are two ways to switch to a cheaper TurboTax Online product: Switch to Free Edition and Clear and Start Over. These are online options. See this help article for more information.