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why is TurboTax tyring to charge for filing federal when I only have a w-2 and use the standard deduction. They advertise filing is free

 
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why is TurboTax tyring to charge for filing federal when I only have a w-2 and use the standard deduction. They advertise filing is free

TurboTax Online: Important Details about Filing Simple Form 1040 Returns

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income
  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions
  •  

    Examples of situations not included in a simple Form 1040 return:

**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.**
LindaS5247
Expert Alumni

why is TurboTax tyring to charge for filing federal when I only have a w-2 and use the standard deduction. They advertise filing is free

The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.

 

If your tax situation requires more than the basic forms (e.g., itemizing, investments), you are upgraded to Deluxe or higher.

 

 A separate charge is added for preparing state tax returns in most TurboTax online version.
 

You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?

 

You can review your fees in TurboTax online as follows:

  1. Go to the left side on your screen under "Tax Home"
  2. Go to "Tax Tools" then "Tools"
  3. The "Tools Center" Box will pop up
  4. Click on "My Fees" to see a summary of your Turbo Tax Fees.

 

 

You could also try calling TurboTax Customer Service: Turbo Tax Customer Service

 

Click here for How do I review my fees in TurboTax Online?


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