FAQs
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.
Why won't TurboTax let me file without upgrading? ›
If we detect that your tax situation requires expanded coverage, like deductions for owning a home, unemployment income, or self-employment income, we'll prompt you to upgrade to a version that supports the forms you need so that we can maximize your tax deductions and ensure you file an accurate return.
Why is TurboTax not letting me file for free? ›
You won't be able to file with TurboTax Free Edition if you have itemized deductions, unemployment income, business income, stock sales, rental property income or income reported on other forms, like income from crypto investments.
Is TurboTax not free anymore? ›
On Monday, the Federal Trade Commission said that Intuit, the company that makes the tax-prep software TurboTax, can no longer market its services as "free," since that's not exactly accurate. Most customers find out they aren't eligible to use the free product Intuit offers and must upgrade to a paid version.
Do I really need to upgrade to TurboTax Premium? ›
It is only recommended to upgrade. All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. And the Desktop program is still called Premier.
Can I use TurboTax Free Edition? ›
TurboTax Free Edition: TurboTax Free Edition ($0 Federal + $0 State + $0 To File) is available for those filing Form 1040 and limited credits only, as detailed in the TurboTax Free Edition disclosures.
How do I switch to free version of TurboTax? ›
You can use Free Edition by selecting Tax Tools in the left menu, then Switch to Free Edition. Selecting this option keeps all the data you've entered so far. Note: TurboTax Free Edition is for customers who are filing Form 1040 and limited credits only. Roughly 37% of taxpayers qualify.
What is the difference between TurboTax Deluxe and free? ›
The Deluxe edition of TurboTax is designed to calculate 350 line-item tax credits and deductions. With the free, online edition, you can only take the standard deduction and any above-the-line deductions and credits. TurboTax Deluxe lets you take itemized deductions and below-the-line credits.
How do I revert to free version of TurboTax? ›
How do I go back to free file, if I accidentally hit the upgrade?
- Sign in and select a topic to continue your return.
- On the next screen, from the left-side menu, select Tax Tools, and then Clear & Start Over (select the menu icon in the upper-left corner if you don't see this menu).
- Answer Yes in the pop-up to confirm.
Best free tax software, compared
| Free tax software | Free state return | Income threshold |
|---|
| Cash App Taxes | Yes | No |
| FreeTaxUSA | No | No |
| H&R Block Free Online | Yes | No |
| TurboTax Free Edition | Yes | No |
2 more rowsApr 15, 2024
TurboTax has new, higher pricing this year, and overall it costs more than other online tax prep services. Instead of offering four DIY products as it has in the past, there are three. Investment sales and rental property have been moved up to the highest tier, and the prices for the paid products have gone up by $10.
Why is TurboTax forcing me to use Deluxe? ›
If the software detects that your tax situation requires expanded coverage, it will prompt you to upgrade to a version that supports the forms you need so we can maximize your tax deductions and ensure you file an accurate return.
Why is it making me pay for TurboTax Deluxe? ›
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.
Why is TurboTax charging me $89? ›
$89 is for the Self Employed version federal return. The state is a separate $39. Or if you want the fee deducted from your federal refund there is an Extra $40 Refund Processing Service charge (45 in California). https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/0...
Why is TurboTax making me upgrade to self employed? ›
If you receive a T4A with Box 20 or Box 48 amounts, you are indeed self-employed for tax purposes as both of these boxes are used exclusively to report self-employment income. You're either a contractor or you've earned income from commission-based activities.
How do I change my TurboTax upgrade? ›
How do I upgrade to a different version of TurboTax Online?
- Make sure you're signed into TurboTax and have opened your return.
- If you haven't already, complete the intro questions until the menu appears.
- Select Upgrade from the menu.
As long as you haven't submitted payment, deducted the TurboTax fee from your refund, or registered, you can erase your return and start from scratch in TurboTax Online. Doing so will take you back to the free version.
Do I need to upgrade TurboTax for stocks? ›
You will need the forms included with TurboTax Premier regardless of the scope of these gains or losses. The IRS does not have a de minimis exception for claiming investment income. The software also includes extra guidance related to rental property income, expenses and refinancing.
