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"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

"We are 76 and 74, married filing jointly. Have been a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version (a simple return) if we don't have W-2"s ?"

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"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

You "might" be able to use the Free Edition but it is VERY limited now that the forms and tax laws have changed. Now everyone has to file on a Form 1040 with six possible schedules and if you need even one of those schedules you need to upgrade to Deluxe. Start with Free Edition and it will prompt you to upgrade if it is necessary.

But you say you have been Advantage members--did you purchase 2018 software?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

What are the sources of your income?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

Social Security, very small Retirement monthly, IRA distributions

"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

You "might" be able to use the Free Edition but it is VERY limited now that the forms and tax laws have changed. Now everyone has to file on a Form 1040 with six possible schedules and if you need even one of those schedules you need to upgrade to Deluxe. Start with Free Edition and it will prompt you to upgrade if it is necessary.

But you say you have been Advantage members--did you purchase 2018 software?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

We purchased 2018 Deluxe Software and have already filed our taxes. They have been accepted. We only use the feature to find if any of our Social Security income is taxable. Using Mac OS.

"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

So you just want to do what? Find out if Free would work for you next year by plugging in your data online? You can do that--but do not file it!

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

We just asked this question for knowledge when it comes time to prepare 2019 taxes, in 2020.

"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

Sure--no harm in checking on it!

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

"We are 76 and 74, married filing jointly and a TurboTax Advantage customer for years. Are we eligible to file TurboTax FREE version if we don't have W-2"s ?"

TurboTax also has another free product called the Free File Edition (not to be confused with the regular Free Edition).  It has free Federal preparation and free State preparation. There is no efiling fee. It is not available after October 15
The Free file Edition can handle a 1099-MISC.
The Free file Edition is more fully-featured than the regular Free Edition.  The Free File Edition can prepare Schedule A, C, D, E, and F that the Free Edition cannot.

For Free File Edition a user needs to meet only ONE of these qualifications:
•      AGI of $34,000 or less
•      or active duty military (including Reservists and National Guard) with a military-issued W-2 and a 2018 AGI of $66,000 or less
•      or eligible for the Earned Income Credit (EIC aka EITC).

The FREE FILE Edition is located at:
<a rel="nofollow" target="_blank" href="https://turbotax.intuit.com/taxfreedom">https://turbotax.intuit.com/taxfreedom</a>

How to switch and start over in Free file Edition
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-freedom-edition">https://ttlc....>

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