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January 22, 2024
Question

How to change from Deluxe to Free? The help steps didn't work.

  • January 22, 2024
  • 1 reply
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1 reply

Critter-3
January 22, 2024

TurboTax Free Edition is very limited. It's only for the simplest tax returns. But if you have pension or IRA income on a 1099-R, with no complications, you can probably use Free Edition.


If your AGI is $79,000 or less you can probably use IRS Free File.

 

And the IRS is testing a pilot program called Direct File ...  https://www.irs.gov/about-irs/strategic-plan/direct-file