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sedurham
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Why's turbo tax saying f*** you to loyal customers? Free returns only available to new customers not loyal. I'll go to H&R Block

 
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3 Replies

Why's turbo tax saying f*** you to loyal customers? Free returns only available to new customers not loyal. I'll go to H&R Block

If you have not registered, paid or e-filed you can clear and start over in a lower version of the software.

CLEAR AND START OVER

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbota...

 

 

https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri...

**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.**

Why's turbo tax saying f*** you to loyal customers? Free returns only available to new customers not loyal. I'll go to H&R Block

Whether or not you can use the Free online edition has no bearing on being a new or previous user of TurboTax.

 

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.

 

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2023 online tax return. Click on Clear & Start Over.

 

Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp

 

Please Note -

TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits

A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible.

If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price.

Situations covered (assuming no added tax complexity):

  • W-2 income
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

Situations not covered:

  • Itemized deductions claimed on Schedule A
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income
  • Stock sales (including crypto investments)
  • Rental property income
  • Credits, deductions and income reported on other forms or schedules

Why's turbo tax saying f*** you to loyal customers? Free returns only available to new customers not loyal. I'll go to H&R Block

And...I cannot help pointing out the obvious....if you have been only using the Free Edition...you were not a "customer"---you were just getting a free service without paying for anything.  Actual customers pay.

**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.**
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