Why my simple tax return needs to be the Premier version not deluxe. I have income, charitable donations,simple medical expenses. Turbo says deluxe doesnt have all forms

Forum|Forum|2 years ago
February 29, 2024
2 replies
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Seriously !! I've used Intuit for 10years and now they do a poor job of telling you exactly what each product does / does not cover. Simple expenses ,simple income, no capital gains/losses and they essentially force you to upgrade. Perhaps using CRA netFile is the better way for 2023.

GHarpe

There might be donations in box 46 of your T4 or Employee-paid premiums (medical) in box 85 of your T4 which would require an upgrade to allow you to claim additional credits not included in the free version. Please see the list below enumerating what is or is not included in the free version.

Simple tax returns include:

Employment income

Pension income

Other employment income such as tips

RRSP contributions

Child care expenses

COVID-19 benefits and re-payments

Unemployment (EI) and social assistance

Worker’s compensation

Disability amount

Worker’s benefit

Amount for eligible/infirm dependents

Tuition, scholarships, bursaries, grants, student loan interest

Caregiver tax credit

Disability transfer

Home accessibility tax credit

Tax on RESPs and RDSPs

Tax installment payments

Age amount

Income, credits, and deductions not listed above are not covered by TurboTax Free, including:

Employment expenses (meals, lodging, etc.)

Donations

Medical expenses

Investment income and expenses

Rental property income and expenses

Self-employed income and expenses

Thank you for choosing TurboTax.

SilverOne1Author

Thank you for your response but it is my understanding as advertised that Deluxe is not a FREE version. It was listed for $21.00 I am not expecting to use free software but from past experience of using Premier I know I do not have the need for it.
I am retired and have only CPP, OAS , RIF , RRSP income. None of these T4 slips have the boxes you mention and I never indicated in the preliminary questioning section that I had employment income. For the past 3 years I’ve not had employment income. Best check the Turbotax software , if it thinks I did this year.
When I clicked on the Deluxe version , at the screen saying I had to upgrade , the popup list of coverage by Deluxe indicated it covered every income and expense deductions I required.

Sorry if i sound a little warm under the collar.
So , I would ask , please tell me why Deluxe (not a free version) is not a satisfactory product for my use.

TurboTaxSusan

Do you have bank interest? This would be considered investment income.

If you are still not able to resolve this issue, please contact our phone support team at 1-888-829-8608 as they will be better able to assist you.

thebookfool

How do I revise the 2023 tax return I've already filed to reflect medical expenses?

GHarpe

TurboTax has created an FAQ link to help you make your amendment. Be aware that the Canada Revenue Agency (CRA) suggests waiting for your Notice of Assessment (NOA) before making any changes as the assessment may have already corrected the amount left out. Please follow the link included below.

I have filed my tax return. Can I still make changes?

The CRA also has a link with information about Change My Return which you can use through your My Account once you have received your NOA.

Thank you for choosing TurboTax.