Why is it charging $129 for W2 and SSA form..I started for free and did not add anything

[DianeW777]

It depends. Check out the information at the bottom of the page in the link below to review the 'Free' tax situations. This will allow you to see if there are any situations on your tax return that might upgrade you to a different version of TurboTax.

• TurboTax Details for Simple Returns

[VolvoGirl]

A couple reasons it could be saying you need to upgrade……
You might be seeing this because of form 8959, that goes to Schedule 2. The amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding. I read a post that said to try leaving the cents off of the Medicare tax on your W2 box 6. Box 6 has to be exactly 1.45% of box 5 or less.

If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the Retirement Savings Credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.