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jeanhenson
New Member

What is the new tax form that is telling me to upgrade to deluxe?

 
1 Reply
BrandiLO
Intuit Alumni

What is the new tax form that is telling me to upgrade to deluxe?

Depending on what your tax situation was last year, you might need to use new tax forms to claim the same deductions, credits, or forms of income. Some of the situations that are now in TurboTax Deluxe and TurboTax Live Deluxe, instead of in Free Edition, include:

  • Student loan interest deduction
  • Retirement savings contribution credit
  • Education credits
  • Child & dependent care credit

If none of this applies to you, you can use the clear and start over feature.

Note: In TurboTax Online, you can erase your return and start from scratch as long as you haven't submitted payment, deducted the TurboTax fee from your refund, or registered.

Please see the two TurboTax FAQs below for more information.

https://ttlc.intuit.com/replies/4223394

 

https://ttlc.intuit.com/replies/4248526


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