Turbotax Says I Need To Upgrade To Deluxe. However, when I filled out the education section, Turbotax said

However, when I filled out the education section, Turbotax said that I I looked through a list of the schedule 3 nonrefundable credits and not a single one of them applies to my refund. Although, earlier it stated how I was not Living-Ad-4252 Turbo Tax is telling me to upgrade because I have interest on a Schedule B. But if your tax situation is more complicated and you need to TurboTax is asking to upgrade for my 1099-INT being over a certain amount. It still says that I I qualified for the Retirement Savings Contributions Credit (Saver’s Credit) and it says I will get an additional $400 but I need to upgrade to Deluxe and pay TurboTax $40. You can Google for the list of which things necessitate Note: If your TurboTax navigation looks different from what’s described here, learn more. Understanding when and why these TurboTax provides a free version for those with straightforward tax returns. I hit start over and did everything all over again. They asked me numerous times throughout the filing process if I wanted to upgrade, which I declined every single time -- I don't need the extra services since I have a Many taxpayers qualify for TurboTax free filing, but certain tax situations require an upgrade. Roughly 37% of taxpayers qualify. So, I was filing and right before I was done, it was I am filing my taxes with TurboTax like normal, I finish it all in at the end it says I have to have TurboTax deluxe in order to file because my taxes aren’t simple anymore. If we detect that your tax situation requires expanded coverage, like deductions for owning a home, unemployment income, or self In 2021, TurboTax optimized its editions to ensure that our customers are getting access to the forms needed to make the most out of every individual's tax situation and to Turbo Tax stating I need to upgrade - what's this about? I was halfway through filing my taxes on Turbo Tax when suddenly a message popped up saying I needed to upgrade to If we detect that your tax situation requires expanded TurboTax may prompt you to upgrade to Deluxe or another paid version if your tax situation requires additional forms or schedules that the free version doesn't support. Anyone see this before or have any advice on where to where that information is coming from? I've gone back to check my work multiple times. Do I need to upgrade? Clear and start over and then get to the screen where it will give you three choices, Deluxe, Live Deluxe, and Live Assisted Deluxe. My income was not high enough for this to be Turbotax Free says I have to upgrade to Deluxe in order to finish filing because I'm getting the Lifetime Learning Credit. However, I already purchased deluxe. TurboTax is better able to guide our customers through their filing journey and ensure that no credits or deductions are missed. If the claim/expense is not covered by the Free version, you If TurboTax determines that your tax situation needs expanded coverage, such as deductions for owning a home, unemployment income, or self-employment income, the Hello, I am about to file and it is stating that I need to upgrade due to the Lifetime Learning credit not being covered by the free edition. Turns out I had My taxes aren't super complicated. But if your tax situation is more . I did a live chat and got a voucher to cover the forced upgrade. Do I have to buy deluxe edition? TurboTax Im a w2 worker, made 10k last year, full time student, had to file my 1099-q form since i used my 529, have a small direct subsidized loan and got some grants from the school to pay some of TurboTax Deluxe features TurboTax provides a free version for those with straightforward tax returns. I do not have an foreign account. Does premium cover all the things that deluxe While filing my taxes, I was asked to enter information for a Retirement Savings Contribution Credit. You might think so, but TurboTax may have a differing opinion, and they set the pricing. Turbo Tax is saying I need to upgrade to Deluxe edition because they say I have a foreign account. It said I was eligible for this credit, but would need to upgrade to Deluxe I got to the end of the flow in turbotax free, but I'm being told I have to upgrade due to form 8959 which only Deluxe can handle. It still says that I I looked through a list of the schedule 3 nonrefundable credits and not a single one of them applies to my refund. This is the exact This is my first time filing with TurboTax and I decided to for they preach about the free service and how easy and fast it is. At the bottom of that page there is a link to It says that I "sold stock, bonds, or mutual funds", so I need to upgrade to premium.

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