Was I Wrongfully Upgraded from Free to Deluxe Filing My Taxes

[AshBonilla]

Hi there. I filed a simple return with information from my W-2 and 1098-E only. I expected to qualify for free filing and was upgraded to Deluxe because of my 1098-E, apparently. I think I was incorrectly upgraded and wrongfully charged $95 to file my federal and state taxes. I know someone else who filed the same info and was charged $0. Please help. 

[DawnC]

Form 1098-E is included in the Free Edition, so that is not why your were upgraded.    Did you have 401K contributions; you may have qualified for the Saver's credit which is not included in free edition.   Use the instructions below to see if you can downgrade to Free.   Forms Included with each version of TurboTax

How do I downgrade to a different TurboTax Online product?  

[AshBonilla]

No, you see, I didn't have 401 Contributions either. Thank you for the reply. 

[VolvoGirl]

A couple reasons could be saying you need to upgrade……
You might be seeing this because of form 8959, that goes to Schedule 2. The amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding. I read a post that said to try leaving the cents off of the Medicare tax on your W2 box 6. Box 6 has to be exactly 1.45% of box 5 or less.

If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the Retirement Savings Credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.

[AshBonilla]

I paid with my card already. I'd just like to communicate with customer help and ask for a refund. I'm just disappointed and confused. It seems like I did something that triggered the Deluxe package, but I don't know what it was, and I believe I could have filed what I filed, myself, with the Free Edition. 

[mesquitebean]

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@ AshBonilla wrote:

I paid with my card already. I'd just like to communicate with customer help and ask for a refund. I'm just disappointed and confused. It seems like I did something that triggered the Deluxe package, but I don't know what it was, and I believe I could have filed what I filed, myself, with the Free Edition. 

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Sorry you had that difficulty.  It would have been good to ask here in the forum before paying once you saw it was going to charge you and asked for your payment info to continue.  It might have been easier to figure out what it was in your return causing the upgrade and resolve it then before paying.  Be aware that Customer Support may say that in Online TurboTax continuing to pay indicates one's agreement to the fees and terms of service.   But it can't hurt to plead your best case.   Since you ended with a paid product, then you at least have the benefit of free phone support that comes with that level..

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[AshBonilla]

I didn't know this forum existed until I went looking for customer help beyond AI. Thank you for your response. I will call next week 🙂