You have Interest and/or Dividends on a Schedule B

[brucefl56]

Is it my understanding that because there is a Schedule B involved? Though it is just simple, I would need to upgrade or else mail it? Thanks Bruce

[xmasbaby0]

If you are trying to use the Free Edition--- a "simple" return includes entering interest or dividends of no more than $1500.   If it is more you have to upgrade to Deluxe.  Filing by mail does not lower the cost.

You can file with TurboTax Free Edition if you have a simple tax return.*

*A simple tax return is Form 1040 only.

Situations covered in TurboTax Free Edition include:

• W-2 income
• Limited interest and dividend income reported on a 1099-INT or 1099-DIV
• Claiming the standard deduction
• Earned Income Tax Credit (EIC)
• Child tax credits
• Student Loan Interest deduction

Situations not covered in TurboTax Free Edition include:

• Itemized deductions
• Unemployment income reported on a 1099-G
• Business or 1099-NEC income
• Stock sales
• Rental property income
• Credits, deductions and income reported on schedules 1-3

[brucefl56]

Thanks, I was pretty sure thought I would double check