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New Member
posted May 23, 2020 10:35:38 PM

Why did turbotax have me upgrade to Plus ($30) for the Amer Opp credit, then at the end, tell me I have to Upgrade to Deluxe ($60)to file & no options to file otherwise?

Would think that since it made me upgrade to Plus, that it would include AOcredit. Nothing else special about my taxes.

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1 Replies
Level 15
May 23, 2020 11:09:06 PM

The PLUS add-on does not add any return features.  It is a separate package of additional benefits (see the list in the FAQ below).   For return preparation, the next step up from Free Edition is Deluxe.  However, I'll tell you about a second free product lower down in this posting that you may be able to use.

 

FAQ:  What is PLUS?

https://ttlc.intuit.com/community/choosing-a-product/help/what-s-included-in-plus-help-tools/01/26430

 

FAQ:  Why do I have to upgrade from Free Edition?
https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379

 

Have you already paid and filed?   If not, there is a second free product you may be able to use, if you qualify.

 

The other free product (TurboTax IRS Free File Program) is fully-featured and can prepare all the usual forms and schedules.  It is even more powerful than Deluxe, if you qualify.  For example, in addition to Schedules 1-3 it can prepare Schedule C, D, E, F, etc., and enter K-1. But one has to meet one of the qualifications to use.  See below:

 

To qualify for free 2019 federal and state tax returns through the IRS Free File Program delivered by TurboTax, you just need to meet one of these requirements:

 

      • Your 2019 AGI is $36,000 or less (for Married Filing Jointly returns, combined AGI of both spouses cannot be over that limit),  or
      • You qualify for the Earned Income Tax Credit (EITC); or
      • In 2019, you served as active duty military (including Reservists and National Guard) with a maximum AGI of $69,000, and you have a military-issued W-2.

 

If you qualify for that program and want to use it, see these 2 FAQs:

 

FAQ:  What is the TurboTax IRS Free File Program?
https://ttlc.intuit.com/community/choosing-a-product/help/what-is-the-turbotax-free-file-program/01/...

and

FAQ:  How do I switch to the TurboTax IRS Free File Program?

https://ttlc.intuit.com/community/downgrading/help/how-do-i-switch-to-turbotax-free-file-program/00/...