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May 4, 2020
Question

When you are about to finish filing your taxes and send them in, and your asked to upgrade to finish filing, is there anyway to file without having to pay the premium?

  • May 4, 2020
  • 1 reply
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1 reply

DawnC
Employee
May 4, 2020

TurboTax Free Edition (and TurboTax Live Basic) are intended for taxpayers with very simple returns that can fit on the new 1040 form without any schedules.

If we detect that your tax situation requires expanded coverage, like deductions for owning a home or self-employment income, we'll prompt you to upgrade to a version that supports the forms you need so we can maximize your tax deductions and ensure you file an accurate return.

Depending on what your tax situation was last year, you might need to use new tax forms to claim the same deductions, credits, or forms of income. Some of the situations that are now in TurboTax Deluxe and TurboTax Live Deluxe, instead of in Free Edition, include:

Go here for more info on which forms are included in TurboTax Free Edition.

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