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Why is it making me pay? I always use the free option

Can I file for free is I received  social security as well as w2
2 Replies
Level 15

Why is it making me pay? I always use the free option

The TurboTax Free edition only supports simple tax returns that do not require any additional schedules. More complex tax returns will require Deluxe or higher depending on the forms that are needed.

You might be able to use the Free File (formally called Freedom Edition) for incomes under $72,000 (or $39,000 with the TurboTax version) and supports all states and most forms.

The Free File is part of the IRS Free File alliance and is totally separate from TurboTax website.

You can also access the Free File tax alliance programs via the IRS website.

How do I switch to TurboTax Free File?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Level 15

Why is it making me pay? I always use the free option

Yes Social Security is in the Free Edition.


To go back to a lower version you can try to clear and start over


In the regular Turbo Tax Free Edition, information that you can enter is limited now.  Why do I have to upgrade from the Free Edition?


OR There is also The Turbo Tax Free File program which is free for federal and state.  And has more forms than the Federal Free Edition, like Schedules A, B, C , D, E, F, EIC, H, K-1, SE,  etc.


To qualify for the Free File website  you just need to meet one of these 3 things

AGI $39,000 or less

Active duty military with AGI of $72,000 or less

OR qualify for EIC (earned income credit.)


In order to use the Free File program, you have to start it at a special website.  Click on Sign in at the top right.  It may let you continue your return so you don't have to start over.

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