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WHY DO I HAVE TO UPGRADE

 
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3 Replies

WHY DO I HAVE TO UPGRADE

You actually don't have to upgrade. 

WHY DO I HAVE TO UPGRADE

WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION

 

The information that you can enter in Free Edition is pretty limited now.  Thanks to the new tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.

https://www.irs.gov/forms-pubs/about-form-1040 

If you qualify to use it, there is another full-featured free version of the software:

Try Free File: 

You qualify if your income was $36,000 or less, or $69,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program

If you switch to Free File you must create a new account and new user ID.

 

 

https://ttlc.intuit.com/questions/4511011-what-happened-to-the-1040a-and-1040ez

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
AlanT222
Expert Alumni

WHY DO I HAVE TO UPGRADE

It is correct that you are not required to upgrade, however, each version of TurboTax is designed to handle different tax situations and their associated forms.

While you’re welcome to stay with the version you have, you may miss some features — and you’ll be prompted to upgrade when those features are needed.

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