Yes. Unfortunately the free version has its limitations. Currently these are the only situations that allow a fee file with Turbo Tax. 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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Question

It won’t let me complete my taxes without paying for the deluxe package just because I have a military retirement plan

Forum|Forum|2 years ago
April 16, 2024
1 reply
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TurboTax Live Basic Online

DaveF1006

Yes. Unfortunately the free version has its limitations. Currently these are the only situations that allow a fee file with Turbo Tax.

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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