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March 7, 2024
Question

Why does Intuit want to charge me for a free filing that I have used since I retired years ago. Nothing has changed on my end, so Intuit must have changed something.

  • March 7, 2024
  • 1 reply
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Nothing in my fliing has changed over the years, but now they tell me I need to Upgrade. Why?

    1 reply

    March 7, 2024

    Your information may not have changed but the Canada Revenue Agency (CRA) changes the way things are calculated every year which might make a difference in certain deductions or new credits being allowed. When you start a new return, TurboTax will ask you questions about your tax situation and recommends the best product for you. As you work on your taxes, you may have to change products based on the complexity of your return. You may be upgraded to help claim expenses you’re entitled to, but might not know about.


    There might be donations in box 46 of your T4 or Employee-paid premiums (medical) in box 85 of your T4 which would require an upgrade to allow you to claim additional credits not included in the free version. Please see the list below enumerating what is or is not included in the free version.

    Simple tax returns include:

    Employment income

    Pension income

    Other employment income such as tips

    RRSP contributions

    Child care expenses

    COVID-19 benefits and re-payments

    Unemployment (EI) and social assistance

    Worker’s compensation

    Disability amount

    Worker’s benefit

    Amount for eligible/infirm dependents

    Tuition, scholarships, bursaries, grants, student loan interest

    Caregiver tax credit

    Disability transfer

    Home accessibility tax credit

    Tax on RESPs and RDSPs

    Tax installment payments

    Age amount

    Income, credits, and deductions not listed above are not covered by TurboTax Free, including:

    Employment expenses (meals, lodging, etc.)

    Donations

    Medical expenses

    Investment income and expenses

    Rental property income and expenses

    Self-employed income and expenses

    Thank you for choosing TurboTax.