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February 11, 2024
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Do I have to upgrade to TT Deluxe even if TT FREE is printing out "DELUXE ONLY" forms and worksheets?

  • February 11, 2024
  • 1 reply
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I am using the Free addition of TT but I have  >$1500 in 1099-DIV income and am also claiming the Lifetime Learning Education Credit. I think either one should have forced me to upgrade before allowing me to  print but TT prints out all the worksheets correctly and fills out the forms needed to file (SCH B, Form 5329, Form 8863). I only get a message that I need to upgrade when I go back into the interview to double check the 1099-DIV inputs, but TT let me register under free and print all the forms out with no problems.

 

Will I have a problem when I  E-file or should I upgrade even though the return looks correct already?

 

Best answer by CatinaT1

Were you able to solve your issue? 

   

If not, please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service  

1 reply

CatinaT1
CatinaT1Answer
February 14, 2024

Were you able to solve your issue? 

   

If not, please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service  

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Pip_12_mnAuthor
February 14, 2024

I am being prompted to upgrade when I begin the filing process so I am all set thank you.

 

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