Skip to main content
April 9, 2023
Question

I only have capital gains on 1099-Div. Why is Turbotax making me upgrade?

  • April 9, 2023
  • 2 replies
  • 0 views
It's $35 in 1099-Div Capital Gains that is causing me to spend $59 to upgrade.  I do not need to file any addition form.  Per their site, this should be free.

2 replies

April 9, 2023

Please see the additional information to qualify for free filing: 

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 (EIC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

Situations not covered:

  • 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 other forms or schedules (for example, income related to crypto investments)
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
fanfare
Employee
April 10, 2023

you will pay an upgrade fee for the privilege of seeing that Schedule D does not have to be attached to your tax return.

 

TurboTax doesn't care.

 

@daniellerappolt