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merchon
New Member

How can i pay my turbotax when I know my federal will be taken. I can't afford the $140 that I was forced to do when I wanted the FREE and you FORCED me to use an upgrade

I had to use the deluxe because apparently I am not smart enough to figure 10% penalty for a distribution. I work for a retirement company. I had the funds to pay for the state and free edition but because you FORCED me to use the upgrade I had to have the fee deducted from my federal. I know the IRS is going to take my refund and you are going to demand payment. I cannot pay $140 for your services all at once. I want to make payments on it.

I need this fixed. Your response will be the deciding factor whether or not I return to using your services and I have family and friends that use  you as well.

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3 Replies
Hal_Al
Level 15

How can i pay my turbotax when I know my federal will be taken. I can't afford the $140 that I was forced to do when I wanted the FREE and you FORCED me to use an upgrade

TurboTax also has another free product called the FREEDOM Edition (not to be confused with the regular Free Edition).  It has free Federal preparation and free State preparation. There is no efiling fee. It is not available after October 15
The FREEDOM Edition can handle a 1099-MISC.
The Freedom Edition is more fully-featured than the regular Free Edition.  The Freedom Edition can prepare Schedule A, C, D, E, and F that the Free Edition cannot.  It will prepare a Form 1040 or 1040A or 1040EZ.

For Freedom Edition a user needs to meet only ONE of these qualifications:
•      AGI of $33,000 or less
•      or active duty military (including Reservists and National Guard) with a military-issued W-2 and a 2017 AGI of $66,000 or less
•      or eligible for the Earned Income Credit (EIC aka EITC).

The FREEDOM Edition is located at:
<a rel="nofollow" target="_blank" href="https://turbotax.intuit.com/taxfreedom">https://turbotax.intuit.com/taxfreedom</a>

How to switch and start over in Freedom Edition
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-freedom-edition">https://ttlc....>

How can i pay my turbotax when I know my federal will be taken. I can't afford the $140 that I was forced to do when I wanted the FREE and you FORCED me to use an upgrade

You are not able to use the Free Edition because the early distribution you took requires that  your tax return be prepared on a "long form" 1040.  The Free Edition cannot be used to prepare a 1040.  It can only be used to prepare a 1040EZ or 1040A.  

There is another version of the software that would be free to use if you qualify.  It would require that you establish a different account and user ID and start over.

Try the Freedom Edition: 

https://turbotax.intuit.com/taxfreedom 

You qualify if your income was $33,000 or less, or $66,000 or less if active duty military, or if you qualify for Earned Income Credit


https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-freedom-edition

**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.**

How can i pay my turbotax when I know my federal will be taken. I can't afford the $140 that I was forced to do when I wanted the FREE and you FORCED me to use an upgrade

That is a IRS requirement.    The free edition only supports simple 1040EZ/A forms.  If you have a early distribution penalty then the IRS requires that it be entered on the full 1040 form line 59 that requires Deluxe of higher - unless you qualify for the "Freedom Project" edition.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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