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JohnB5677
April 13, 2025

The HSA will require additional forms that are not included in the free edition.

 

The Free edition is for very simple tax returns. 

You can start for free; however, if the software requires more advanced features, there will be an additional charge.

 

Situations covered (assuming no added tax complexity):

  • W-2 income
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

 

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