refund is 170 and turbotax wants me to upgrade to deluxe because to accurately complete your taxes, you need to upgrade. I dont want to as an upgrade and state is 133.

Level 15

Apr 15, 2024 7:19:55 PM

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 2023 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

Level 1

Apr 17, 2024 9:40:32 PM

Same happened to me. For a simple 1040 without any extra deduction, I was charged $69 Deluxe version.

False advertising

Level 2

Apr 17, 2024 10:43:59 PM

Before submitting your tax return the ONLINE version automatically determines which version you "require" based on all the relevant data you entered into the system. Even if you met with an agent in-person the same thing would have likely happened. Everyones tax situation is different, so it helps knowing ahead of time what version you need, so there aren't any surprises.

Level 15

Apr 18, 2024 9:21:32 AM

@dangaio1 You have been posting wrong information. You can use the Free Edition with any filing status, Single, Married, MFS, HH etc. And you can have dependents. You can enter interest and dividends.

In the Turbo Tax Free Edition, information that you can enter is limited now. Why do I have to upgrade from the Free Edition?
https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379

Or try the IRS Free File program
https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

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refund is 170 and turbotax wants me to upgrade to deluxe because to accurately complete your taxes, you need to upgrade. I dont want to as an upgrade and state is 133.