Why must I upgrade to Deluxe to claim a tax break? Just W-2 income and withholding. I did make a Roth IRA contribution. Is it the Retirement Savings Contribution Credit?

Forum|Forum|2 years ago
April 11, 2024
1 reply
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It gave me a message "Nice, you're getting a tax break. Upgrade to TurboTax Deluxe to claim it." and below it says "required for your tax situation." It's a simple return. It just gave me this page after I said yes I had contributed to a ROTH IRA??? No State taxes for us.

TurboTax Free Edition Online

Best answer by xmasbaby0

In order to use the retirement saver credit you do have to upgrade to Deluxe because the credit requires a schedule that means you no longer have a "simple" tax return. You can tell the software you were a student to disqualify yourself from the credit or upgrade and use the credit.

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/

Or—if you live in certain states you may be eligible to use the new IRS Direct File

( AZ, CA, FL, MA, NH, NV, NY, SD, TN, TX, WA, WY )

https://directfile.irs.gov/

xmasbaby0Answer

Employee

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/

Or—if you live in certain states you may be eligible to use the new IRS Direct File

( AZ, CA, FL, MA, NH, NV, NY, SD, TN, TX, WA, WY )

https://directfile.irs.gov/

**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.**