Solved

I’m using the free edition but need to file 2 states - MA and NY. Both states offer free efile via TurboTax, yet I’m being charged for each state. Is there a solution?

Forum|Forum|7 years ago
June 1, 2019
5 replies
0 views

No text available

TurboTax Deluxe Online

Best answer by xmasbaby0

Major tax reform and major changes in the tax forms have also resulted in changes to the tax software.

WHY DO I HAVE TO PAY? I WANT THE FREE EDITION

The information that you can enter in Free Edition is pretty limited now. Thanks to the new tax laws, there are no more simple Form 1040EZ or 1040A's. Everything goes on a little “postcard-size” Form 1040 that has six extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.

https://www.irs.gov/forms-pubs/about-form-1040

If you qualify to use it, there is another free version of the software:

Try Free File:

You qualify if your income was $34,000 or less, or $66,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program

https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-free-file-program

Note: If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software.

Online Deluxe $59.99 State software $39.99

If you choose “refund processing” to have fees deducted from federal refund, add another $39.99 ($44.99 in CA)

X

xmasbaby0

Employee

You are posting from Deluxe. The tax software is not free in Deluxe. Each state program used must be paid for. There is no extra fee to e-file.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

N

noonelikestaxesAuthor

Thank you. I realized the standard deduction is best for me, so I most likely will switch to the free version. If I do that, will I need to pay for each state?

X

xmasbaby0

Employee

The Free Edition is VERY limited in what you can enter--so beware. If you need any of the six possible schedules that are part of the new Form 1040, you have to upgrade to Deluxe--which is likely why you are in it right now. See below.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

N

noonelikestaxesAuthor

Thanks!

X

xmasbaby0Answer

Employee

Major tax reform and major changes in the tax forms have also resulted in changes to the tax software.

WHY DO I HAVE TO PAY? I WANT THE FREE EDITION

The information that you can enter in Free Edition is pretty limited now. Thanks to the new tax laws, there are no more simple Form 1040EZ or 1040A's. Everything goes on a little “postcard-size” Form 1040 that has six extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.

https://www.irs.gov/forms-pubs/about-form-1040

If you qualify to use it, there is another free version of the software:

Try Free File:

You qualify if your income was $34,000 or less, or $66,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program

https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-free-file-program

Note: If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software.

Online Deluxe $59.99 State software $39.99

If you choose “refund processing” to have fees deducted from federal refund, add another $39.99 ($44.99 in CA)

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**