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New Member
posted Jun 1, 2019 12:42:16 PM

When I was completing my return, the website prompted saying upgrade to deluxe for free, which is why I selected it, but then I was charged. How can this be fixed?

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2 Replies
New Member
Jun 1, 2019 12:42:17 PM

TurboTax Free Edition (and TurboTax Live Basic) are intended for taxpayers with very simple returns that can fit on the new 1040 form without any schedules.

If we detect that your tax situation requires expanded coverage, like deductions for owning a home or self-employment income, we'll prompt you to upgrade to a version that supports the forms you need so we can maximize your tax deductions and ensure you file an accurate return.

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 for 401(k) and IRA contributions

·       Education credits

·       Child & dependent care credit

  Go here for more info on which forms are included in TurboTax Free Edition.    

New Member
Jun 1, 2019 12:42:19 PM

Thank you for the reply. I understand that part, but was told through the prompt I could upgrade to deluxe for free. I'm confused why I was then charged the amount to upgrade to deluxe at the end when I was told I could upgrade to deluxe for free.