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You just lost a customer. I will no longer use your services again. Your practices are deceptive. I chose "Free." Your computer diverted to the Deluxe version.

 
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You just lost a customer. I will no longer use your services again. Your practices are deceptive. I chose "Free." Your computer diverted to the Deluxe version.

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

You just lost a customer. I will no longer use your services again. Your practices are deceptive. I chose "Free." Your computer diverted to the Deluxe version.

Supposedly, about 1/3 of taxpayers qualify for the free version.  If you are filing online, and you are diverted to a paid version, that means you have forms or situations not covered by the free version.  You are free at any time to stop working on your return, log out, and find a different tax provider.

 

At this time of year, however, it may be that the only version available is the paid version you download to your computer.  That is because the free online version closes after the final October 15 deadline to be reprogrammed for the next tax season (2024, opening in November). 

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