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April 24, 2022
Question

why are you charging me when you said it was free

  • April 24, 2022
  • 1 reply
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    1 reply

    Employee
    April 24, 2022

    We cannot see what version of the software you are using.   Did you "start for free" using online?   If you entered something that went beyond a "simple" tax return then you upgraded to a paid version and the screens did alert you to 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

     

     

    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/

     

     

     

     

    If your TurboTax fees are higher than expected, you can reduce them by removing add-ons:

     

     

    **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.**