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Returning Member
posted Mar 10, 2022 12:10:03 PM

Turbo tax return for my situation

I am retired and have only pension, 401 (k) , IRA income and Social Security income--with some interest and dividends. The process to select which Turbo Tax return form to use does not even mention any of these sources of income. Is the Free product available for me?  And where can find the description of the Turbo Tax Live Full Service Basic Offer?

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7 Replies
Level 15
Mar 10, 2022 12:19:23 PM

You can start in the Free Edition.  It will ask uYou to upgrade if you need to.  

What is LIVE

https://ttlc.intuit.com/community/choosing-a-product/help/what-is-turbotax-live/00/27191

 

Full Service is in addition to Live

https://turbotax.intuit.com/personal-taxes/online/live/full-service/

 

What is Full Service?

https://ttlc.intuit.com/community/choosing-a-product/help/what-is-full-service-by-turbotax-live/00/27571

 

Returning Member
Mar 10, 2022 2:17:35 PM

Thanks!!   I don't see any information on their web site that tells you the cost to upgrade before you start the basic free return. Hope that's not deviousness--but suspect it is. So ,I have an unknown cost, which means it's not free! Don't see why they can't explicitly say how they charge for my forms of income.

Level 15
Mar 10, 2022 2:20:27 PM

You can see the Online prices here.  And state is an additional amount.  Click on state under the prices.

https://turbotax.intuit.com/personal-taxes/online/ 

Returning Member
Mar 10, 2022 2:26:32 PM

Thanks!! None of their 12 little tax situation boxes fits me.  Thus, I can't determine my cost for filing with Turbo Tax.

Level 15
Mar 10, 2022 2:36:07 PM

I think the Free Edition has all your forms.  If it wants you to upgrade for something like to Deluxe then you have seen how much Deluxe will be.  Forget the 12 boxes at the top.  Look down below each version for what they cover.

Returning Member
Mar 12, 2022 3:16:40 PM

I overpaid federal taxes in 2020 and applied the overpayment to my 2021 taxes. Does the Turbo Tax program allow this credit in calculating my 2021 tax liability?

Level 15
Mar 12, 2022 3:21:48 PM

@charley101 wrote:

I overpaid federal taxes in 2020 and applied the overpayment to my 2021 taxes. Does the Turbo Tax program allow this credit in calculating my 2021 tax liability?

To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Deductions and Credits
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Estimates and Other Taxes Paid
  • On Other Income Taxes, click on the start or update button

On the next screen select the options under 2020 Refund Applied to 2021


Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this year


The prior year refund amount applied is shown on Form 1040 Line 26