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user019
Returning Member

Transaction Receipt says Filing is Free. Sites asks for $59 upgrade to let us file.

I have receipt from Turbo Tax about my order  (TTWCD205679209).

It says the following:

 

"Thanks for your payment
Here are the details of your transaction.
Order #TTWCD205679209
Order date: March 31, 2022
2021 Federal Tax Return for [MY NAME] $0
Prepared using TurboTax Free Edition
Electronic filing included
2021 New York Tax Return for [MY NAME] $0
Prepared using TurboTax State: New York
Electronic filing included
Total (2 items): Free
plus applicable sales tax"

 

It says multiple times that my Electronic  Filing is free, but when I actually try to file get the message:

To file your taxes, upgrade now to TurboTax Deluxe for $59

 

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2 Replies
LenaH
Employee Tax Expert

Transaction Receipt says Filing is Free. Sites asks for $59 upgrade to let us file.

TurboTax Free Edition is an online-only product that supports simple tax returns that can be filed on Form 1040 without any attached schedules.

 

Simple tax situations covered in TurboTax Free Edition:

  • W-2 income
  • Limited interest and dividend income reported on a 1099-INT or 1099-DIV
  • Claiming the standard deduction
  • Earned Income Tax Credit (EIC)
  • Child tax credits
  • Student Loan Interest Deduction

Situations not covered in TurboTax Free Edition include:

  • Unemployment income
  • Itemized deductions
  • Business or 1099-MISC income
  • Stock sales
  • Rental property income
  • Credits, deductions, and income reported on schedules 1–3

Do you have any of the above situations on your return that would require TurboTax Deluxe? 

 

TurboTax Deluxe includes the 1040 form with itemized deductions (Schedules 1–6, Schedule A and Schedule C income), along with everything in Free Edition and PLUS.

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user019
Returning Member

Transaction Receipt says Filing is Free. Sites asks for $59 upgrade to let us file.

"Credits, deductions, and income reported on schedules 1–3" applies to our case.

 

But deductions were calculated when we did the federal returns without informing us that it would exclude us from free filing.

 

Why did TurboTax send us final receipts for product if we were not eligible.

 

Also unlike other "situations not covered" schedules 1–3 is not clear for a person who is not a tax professional.

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