Turbo Tax Free edition

I'm trying to use Turbo Tax free edition and it is asking me to upgrade to Deluxe. I only have a W-2 and a 1099-Div. And the total of the dividend income on the 1099-Div is only $490. Last year I filed with Turbo Tax free edition with the same scenario with no problem. So, why am I being asked to upgrade this year? Did something change?

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Expert Alumni

Apr 13, 2023 2:36:43 PM

Did your W-2 have retirement contributions or HSA contributions? These generate forms not included in FREE edition. Why do I have to upgrade? See this ink for other possibilities. Also print your return and see what forms and schedules you have beside Form 1040.

New Member

Apr 13, 2023 2:57:11 PM

No it did not have retirement or HSA contributions. I will try printing the return and see what forms and schedules there are. Good suggestion!

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Turbo Tax Free edition