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New Member
posted Apr 16, 2023 4:38:43 PM

Turbo tax is forcing me to upgrade to premium which I don't need

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1 Replies
Level 1
Apr 16, 2023 4:44:01 PM

Read the message carefully.  
You should not require Premium.  It usually gives you this message when you are entering an IRA amount or other stock/mutual fund questions.

 

TT premium or  Quicken Premium are only helpful if you do your own stock planning, sales, and purchases.  They can help you minimize stock gains and/or find lossses.

 

You can skip the upgrade if you have a very vanilla tax return.