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ronroberts
Level 3
Nov 26, 2022 4:30 PM UTC
Question

TT free edition

Would I qualify for TT free edition?  My return is very simple but my only income is reported on 1099-div and also a Roth conversion on which I paid quarterly estimated taxes on. I see that the free edition supports "limited" 1099s. What are the limitations?

4 replies

DoninGA
Level 15
DoninGALevel 15
Level 15
Nov 26, 2022 4:41 PM UTC

Dividend income reported to you on a Form 1099-DIV is entered on a federal tax return Schedule B.

The TurboTax Free online edition does not support Schedule B.  You will need to upgrade to the Deluxe edition which does support Schedule B.

 

Go to this TurboTax website for the forms and schedules supported for each online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp#tax-forms

    VolvoGirl
    VolvoGirl
    Level 15
    Nov 26, 2022 4:47 PM UTC

    How much are the dividends?  You only need Schedule B if interest or dividends is over $1,500.  
    https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/turbotax-free-edition-right/L9JrkQ3NP_US_en_US 

     

    You can start in the Free Edition and upgrade if you you need to.  

      Critter-3
      Critter-3
      Level 15
      Nov 26, 2022 5:39 PM UTC

      Or you can wait and use one of the IRS FREE FILE options when they open in January.

       

      https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

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