If you started with the Federal Free Edition product and are being prompted to upgrade, you very likely need the Deluxe program or higher to properly file your return.
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.
Page 1 of the new 1040 has general information about you, your spouse, your dependents and filing status, as well as signatures and the bottom of the page. The second page is a summary of all schedules and forms and each section of the 1040 is now in a new schedule. For instance, if you have student loan interest, it’s not at the bottom of the first page anymore, it’s on Schedule 1.
TurboTax is up-to-date with the latest changes and we’ll help guide you through your taxes.
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