I really think your 1099s have some foreign income on them and that is why you are getting the upgrade message. Print or preview your return and look at your Schedule B. You said you had less than $1500 in int and div, but TurboTax has generated the Schedule B because of something on those imported forms. Do you qualify for FREE FILE?
The Schedule B will generate with any of the following and you have to upgrade to Deluxe to file Schedule B.
Use Schedule B (Form 1040) if any of the following applies:
- You had over $1,500 of taxable interest or ordinary dividends.
- You received interest from a seller-financed mortgage and the buyer used the property as a personal residence.
- You have accrued interest from a bond.
- You are reporting original issue discount (OID) in an amount less than the amount shown on Form 1099-OID.
- You are reducing your interest income on a bond by the amount of amortizable bond premium.
- You are claiming the exclusion of interest from series EE or I U.S. savings bonds issued after 1989.
- You received interest or ordinary dividends as a nominee.
- You had a financial interest in, or signature authority over, a financial account in a foreign country or you received a distribution from, or were a grantor of, or transferor to, a foreign trust. Part III of the schedule has questions about foreign accounts and trusts.
Dawn - just to close the loop on this, I ended up needing a service code to upgrade without cost in order to delete the form. There was no other workaround unfortunately. It was an issue with 2555-T that was generated but not needed and unable to be deleted without upgrading. Thanks for your help today!
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