When I am ready to file my taxes you tell me I have to upgrade to do schedule 3 but you are not telling me why?

Forum|Forum|1 year ago
January 21, 2025
3 replies
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It would or should have showed up as I was filling in the info. The only option it gives you is to upgrade. Are you trying to get money out of me knowing I don't need to upgrade? Tell me why I have to upgrade if not I will be using another service.

xmasbaby0

Employee

Here is a copy of a Schedule 3-----are you entering any of the "stuff" you see on Schedule 3? If so, you have to upgrade to a paid version.

https://www.irs.gov/pub/irs-pdf/f1040s3.pdf

Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site

https://apps.irs.gov/app/freeFile/

Or—if you live in certain states you may be eligible to use the new IRS Direct File

In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.

https://directfile.irs.gov/

https://home.treasury.gov/news/press-releases/jy2629

**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.**

TrustatryAuthor

Yes thank you for that info but they are not telling me why I have to do a schedule 3. I won't spend money that I don't need to. I just want to know why?

xmasbaby0

Employee

We cannot see your tax return so we have no idea what you entered that is triggering the upgrade. When you enter something in Free Edition that requires an upgrade you are told on the screen that it will require you to upgrade. Perhaps you missed noticing it.

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 that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's. Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition. Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.https://ttlc.intuit.com/questions/4511011-what-happened-to-the-1040a-and-1040ez If you started in the Free Edition and entered any data that required any of those three schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.

When you chose to “start” in the Free Edition —

Directly below the words “Free Edition” there is a blue link that says “For simple tax returns only” If you click that link it brings up this information:

You can file with TurboTax Free Edition if you have a simple tax return.*

*A simple tax return is Form 1040 only.

Situations covered in TurboTax Free Edition include:

W-2 income
Limited interest and dividend income reported on a 1099-INT or 1099-DIV
Claiming the standard deduction
Earned Income Tax Credit (EIC)
Child tax credits
Student Loan Interest deduction

Situations not covered in TurboTax Free Edition include:

Itemized deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income
Stock sales
Rental property income
Credits, deductions and income reported on schedules 1-3

How does TurboTax make any money?

Customers with more complex tax situations will file with our paid TurboTax products that provide all the additional forms and guidance they need. We also offer additional benefits that go beyond filing your taxes, but they are optional and are not required to file simple taxes for free. We hope that, over time, as our customers with simple returns need more capabilities as their financial situations change (for example owning a home, having a child, managing investments), they have loved our products and services so much that they will choose our paid TurboTax offerings to prepare and file their returns.

How can I see my TurboTax fees?

https://ttlc.intuit.com/questions/2565973-how-do-i-review-my-fees-in-turbotax-online

If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :

xmasbaby0

Employee

Try this----preview your Form 1040 -- it should let you see Schedules 1-3. Look and see what is on Schedule 3

PREVIEW 1040

https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing

Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.