I'm doing my elderly mom's taxes using TT Free as I did last year. She had all the same income sources in 2019 that she did in 2018 with only slight changes in actual amount. I imported all of her 1099 forms in from Fidelity. Her consolidated 1099 includes a 1099-DIV with her dividends, a 1099-INT with $0 income (not sure why this is listed of no interest income), a 1099-MISC which also is $0, and a 1099-B with proceeds of $18.32 on a cost basis of 34.73 and a long term realized loss of 16.41. TT is trying to get me to upgrade to Premier for $90 to review this imported 1099-B info since she "sold investments.." I don't want to spend $90 to review a 1099-B whose proceeds are less than $20. can I just skip this 'needs review' and not buy the upgrade, or will it trip me up when i try to submit? thanks.
UPDATE: After posting the above I plowed thru the rest of the Fed and my state. I go thru all the reviews and everything looks good. As usual, with her limited income she owes no taxes Fed or State. Then i get held up with a message that indicates to file her forms I need to upgrade for $60, which doesn't include a state (which I will also need to file). Since the 1099-B transactions are far less than the %60 to upgrade TT, how can I avoid this and still fiel? I didn't run into this last year with TT. Not sure if that is b/c she didn't have a 1099-B, or maybe she did and i have forgotten i ended up upgrading; not sure how to tell. In any case, is there a way to avoid this upgrade fee and still get her taxes filed? I've spent a couple hours on all this and want to get this done. thanks.
