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fcnatashiaosby
New Member

How do you cancel the deluxe version fees when you were only trying to use the free version? Only have two W2's, student interest and one dependent

 
1 Reply
mesquitebean
Level 15

How do you cancel the deluxe version fees when you were only trying to use the free version? Only have two W2's, student interest and one dependent

TurboTax has 2 free products, but it appears you are not in one of them.  If you are in Deluxe Edition, that is a paid edition.  In Deluxe, the preparation fee is 59.99 for a Federal return and 39.99 for a State return.  And an additional 39.99 service fee if you choose to pay the fees out of the Federal refund (44.99 for California.)

The regular Free Edition currently has an Absolute Zero promotion, which is free for both Federal and State returns for filers who can use Form 1040A or 1040EZ.   The Absolute Zero promotion usually expires in late winter, when there will then be a fee for a State return.

Do you need Deluxe because of a situation in your return, such as Form 1040, itemized deductions, HSA, foreign earned income, early distribution from a retirement plan, etc.?

If you don't need Deluxe and can file a simple return using Form 1040A or 1040EZ, you can downgrade to regular Free Edition if you haven't already paid or registered.  Here's how to downgrade:

https://ttlc.intuit.com/questions/1894467-can-i-switch-to-a-lower-priced-version-of-turbotax-online

In addition to the regular Free Edition, TurboTax also has another free product called the FREEDOM Edition (not to be confused with the regular Free Edition).  It has free Federal preparation AND free State preparation. There is no efiling fee.

The Freedom Edition is more fully-featured than the regular Free Edition.  The Freedom Edition can prepare Schedule A, C, D, E, F and enter K-1 that the Free Edition cannot.  It will prepare a Form 1040 return, or 1040A or 1040EZ.

For Freedom Edition a user needs to meet only ONE of these qualifications:

  • AGI of $33,000 or less
  • or active duty military (including Reservists and National Guard) with a military-issued W-2 and a 2017 AGI of $66,000 or less
  • or eligible for the Earned Income Credit (EIC aka EITC).

The FREEDOM Edition is located at the following site:
https://turbotax.intuit.com/taxfreedom

Here's how to switch and start over in Freedom Edition (requires new account at the Freedom website)
https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-freedom-edition
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