Skip to main content
April 7, 2024
Question

How can I change to the Free Tax Form?It keeps pushing me to the DIY for $69

  • April 7, 2024
  • 1 reply
  • 0 views
Do I need to delete the forms to start over to get the free edition?

1 reply

April 7, 2024

Yes, TurboTax is free for many people, but it depends on whether you qualify for the Free version. 

If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price.

 

Situations covered (assuming no added tax complexity):

  • W-2 income
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

 

Situations not covered:

  • Itemized deductions claimed on Schedule A
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income
  • Stock sales (including crypto investments)
  • Rental property income
  • Credits, deductions, and income reported on other forms or schedules
  • Refund advance fees


If you qualify for the free version, you can clear and start over. Here's how to do that:

 

 

  1. Open your return in TurboTax.
  2. In the left-side menu, select Tax Tools, then Clear and Start Over.
  3. You'll be asked if you are sure, answer Yes, and all of the information you entered so far will be deleted. 
     
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"