TurboTax wants to charge me 40 to upgrade and I don’t want to

[JeanneLO]

If you are being prompted to upgrade you may have a tax situation that needs certain forms. Taxpayers are eligible for Free Edition if they file a simple tax return (Form 1040 with no schedules): that includes W-2 income, limited interest and dividend income reported on a 1099-INT or 1099-DIV, claiming the standard deduction, Earned Income Tax Credit, and the Child Tax Credit. 

 Please see this for more information:

https://blog.turbotax.intuit.com/turbotax-news/turbotax-free-edition-free-federal-free-state-free-to...

 Please see this product comparison that explains the right TurboTax product for each tax situation.

[Evdokia88]

I have a turbotax Deluxe, why do I have to upgrade to enter a form 1099-B? I'm upset!

[DoninGA]

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@Evdokia88 wrote:

I have a turbotax Deluxe, why do I have to upgrade to enter a form 1099-B? I'm upset!

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The Deluxe edition does not support investment sales on a Schedule D or Form 8949.  You need to upgrade to the Premier edition.