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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):
Examples of situations not included in a simple Form 1040 return:
How can I see my TurboTax fees?
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
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:
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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