Turbotax Forcing Me To Upgrade To Deluxe. So, I was filing and right before I was done, it was telling me t

So, I was filing and right before I was done, it was telling me that I needed to upgrade in order to file. Jan 14, 2026 · It's time to whip out those W-2s: Tax season is here. I am filing my taxes with TurboTax like normal, I finish it all in at the end it says I have to have TurboTax deluxe in order to file because my taxes aren’t simple anymore. Please see this TurboTax FAQ for more information on who can use Free: Jun 1, 2019 · TurboTax has 2 free products, but if you are being charged $110, then you must have been upgraded to Online Deluxe Edition, which is a paid version--currently $60 for Federal and $50 for state (if applicable), and if you choose to pay the fees out of your Federal refund, there is an additional $40 service fee ($45 for California filers. Terms and conditions, features, support, pricing, and service options subject to change without notice. When I do this with a simple tax return using the online TurboTax Free Edition, initially indicating that I was not a full-time student, declining to upgrade to Deluxe, then going back and changing my answer to indicate that I was a full-time student, TurboTax permits me to file with the Free Edition. Apr 25, 2021 · I called customer service and was passed around from useless representative to useless representative. Dec 6, 2019 · There are several TurboTax editions when using the online web based programs - Free, Plus, Deluxe, Premier and Self-Employed. How do I get past this option? Question? This is the second year in a row that the online software is stating we must upgrade to live deluxe after filling out the interest income portion. Online Deluxe $40 State software $40 Apr 13, 2025 · Why is turbo tax forcing me into DELUXE when I only need BASIC Here is what TurboTax provides for the free edition: " 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 Mar 18, 2025 · Understanding when and why these prompts appear can help you avoid unnecessary costs and complete your return without paying more than you need to. Other Taxes are on Schedule 4, and include the following. And the contribution by my employer is already listed in my W2 in box 12. Please see this TurboTax FAQ for more information on who can use Free: Apr 11, 2025 · I uploaded my W-2 and student loan interest statement, and it clearly showed me that I needed Form 8917 for tuition and fees deduction, which is why TurboTax was forcing me to upgrade. It says I have a form 1040 and I don't. . I ended up using FreeTaxUSA instead, which includes that form in their free version and only charged $15 for state filing. 97. Feb 18, 2022 · Turbo tax is forcing me to buy premier service just for a capital loss carryover that I don’t even need to use as a deduction. Apr 7, 2025 · TurboTax is better able to guide our customers through their filing journey and ensure that no credits or deductions are missed. Why are they forcing me to? Major tax reform and major changes in the tax forms have also resulted in changes to the tax software. Every single one could not determine the reason. , or to having rental real estate that you are renting out? if so, the upgrade is justified, for you would have Capital Gains or similar things to report on your tax return. This is the exact message: You have Schedule 3, Nonrefundable Credits, and that's just one of the reasons the IRS requires you to file Form 1040. com Jan 31, 2025 · The answer was directed for those who use the TurboTax desktop editions installed on a personal computer. Oct 15, 2019 · That's not the behavior that I see. What do I do? I do not want to upgrade to deluxe. If you owe any of these taxes, you have to upgrade. I did a live chat and got a voucher to cover the forced upgrade. We would like to show you a description here but the site won’t allow us. Everything goes on a little Jun 1, 2019 · TurboTax is trying to force me to upgrade to Deluxe because I have Schedule 4, Other Taxes. The fix was a simple click that had nothing to do with taxes or tax laws, etc. What should I do? Topics: TurboTax Free Edition Online posted February 22, 20224:11 PM Mar 18, 2025 · Understanding when and why these prompts appear can help you avoid unnecessary costs and complete your return without paying more than you need to. The upgrade states that basic won't cover interest income over $1500. How do I get past this option? Feb 18, 2022 · Turbo tax is forcing me to buy premier service just for a capital loss carryover that I don’t even need to use as a deduction. What’s another Tax service that won’t force you to upgrade? TurboTax is asking to upgrade for my 1099-INT being over a certain amount. The Deluxe + State version of the software Feb 6, 2025 · I was trying to just file my taxes using the free version but for some reason it decided i didnt have a choice in the matter and im not happy about it Jun 6, 2019 · Turbo tax is trying to force me to upgrade.

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