What is considered limited interest and dividend income reported on a 1099-INT or 1099-DIV? This year I'm required to upgrade to Deluxe. What changed?

My capital gains hasn't change much at all from 2022 to 2023. Did Intuit lower the threshold to trigger fees?

posted

It sounds like there may be a tax form you needed this year that you didn't have last year.

For a comparison of the forms included with each version of the TurboTax Online program, please go here and Click on the "Tax Forms" tab.

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Do you have an Intuit account?