Turbotax forcing me to upgrade to deluxe schedule 3. I don't need Turbo Tax self employed.

Turbotax forcing me to upgrade to deluxe schedule 3. Some of the things that used to be included are no longer included. What qualifies as a simple tax return? If you have a simple tax return, you can file for free with TurboTax Free Edition. As it turns out, if you have a refund request for Turbotax Online, your request for a refund will always be rejected because Turbotax Online does not have a Satisfaction Guarantee. Follow these steps to upgrade to a different TurboTax Online product: Open your tax return if you haven't already. Deluxe may have calculated it the moment you upgraded based on the fact that you were eligible for it. Solved: Having to upgrade to deluxe because of schedule 3 nonrefundable credits? Not sure what that means. WHY DO I HAVE TO PAY? I WANT THE FREE EDITION The information that you can enter in Free Edition is pretty limited now. The online version of Deluxe is functionally handicapped. TurboTax Free Edition does not cover this situation Many taxpayers qualify for TurboTax free filing, but certain tax situations require an upgrade. It is telling me that to upgrade to premium, I have to pay $103. This is done to maximize your tax deductions and to ensure that you file an accurate tax return. Online Deluxe $40 State software $40 Turbotax forces you to upgrade to deluxe and doesn't give you the option to remove the credit and file with free edition, even if the amount of the credit ($16 in my case) is significantly lower than the price to upgrade to Deluxe. TurboTax Free Edition (and TurboTax Live Basic) is intended for This is the second year in a row that the online software is stating we must upgrade to live deluxe after filling out the interest income portion. Can someone explain please?After using turbotax for 10+ years we have now changed to credit karma. I have no income. 99, your state goes from free to $36. So if you are getting the credit, you must use Deluxe to be able to file the return to include Schedule 2. Clear and start over and then get to the screen where it will give you three choices, Deluxe, Live Deluxe, and Live Assisted Deluxe. 0 taxable income after I pay my 1099-NEC expenses. There's no option to edit any sort of plan, nor remove it (see picture). My mother-in-law receives this monthly payment every year but she is 91 and doesn’t work for it. Did you answer anything 'yes', to questions about real estate sales, stock sales, bond sales, fund sales, etc. The help line tried Free version only lets you do very basic tax return. The only thing I have is Capital Gains Distributions from mutual funds that was reported on a 1099-DIV. Nothing has changed with my employment in the past two years! All the details and everything is exactly the same! And now suddenly this year, TurboTax is trying to force me to pay 110$ (60$ federal and 50$ state) saying "It seems you If the system is prompting you to upgrade to TurboTax Deluxe, the system is detecting that your tax situation requires additional forms or schedules that are not covered in the free edition. ) I saw the answers in this post, and went and deleted and manually re-entered my 1099-INT, and got the same Deluxe pop-up. Roughly 37% of taxpayers are eligible. ‎ April 8, 2025 9:49 AM My return got rejected I fixed the problem but now It’s telling me to upgrade to deluxe I click continue and the pages loads and takes me right back to the page that says upgrade to deluxe it won’t let me refile Why is turbo tax forcing me to upgrade due to "you have additional medicare tax, form 8958)? I do not. " (I don't, and answered no to every question on the subject. In order to enter Schedule C expenses you will be required to upgrade to TurboTax Self-Employed. If you have one of these items, then the IRS requires the form. This means that anyone TurboTax is asking to upgrade for my 1099-INT being over a certain amount. We would like to show you a description here but the site won’t allow us. If you have something a little bit more complicated the free version can't handle it and you must upgrade to a paid for version Forced to Upgrade to TurboTax Deluxe I am a first year college student and a first time filer for 2021. It's saying I must pay to upgrade to deluxe because I have Shedule 3 nonrefundable credits but I do not! How do I make it stop trying to force an upgrade? I looked through a list of the schedule 3 nonrefundable credits and not a single one of them applies to my refund. Turbo Tax will not let me continue without paying for the upgrade I don't need. Psychosmiler TurboTax forcing to upgrade Question? I have bought Turbotax deluxe, filled everything and now it says looks like you have filed with turbotax premier, which I have no idea what that is. If you purchase the downloadable version of Deluxe from Amazon, it will handle 1099-B from selling stocks (buying stocks is not a taxable event and doesn't require special software). After upgrading, enter the property sale details under the 'Real Estate' section. An unofficial, civil, and helpful community to discuss filing your taxes with Intuit TurboTax. Schedule 2 is not available in the Free Edition. . I did a live chat and got a voucher to cover the forced upgrade. I'm currently attempting to file my taxes for 2019-2020, I'm able to file up until the 'Federal' tab where it's giving me an option to keep the free edition for now or upgrade to Deluxe for $40, in the year 2018-2019 I was able to file for free. The upgrade states that basic won't cover interest income over $1500. How do I upgrade to full service TurboTax? 35. File state taxes directly with your state/website for a zero cost option. If these situations don't apply to you, you can try the following steps to remove the Schedule B form prompt in TurboTax: Go to the Income section: Navigate to the section where you entered your interest and dividend information. This seems weird because I thought the free version would cover my situation. If the system is prompting you to upgrade to TurboTax Deluxe, the system is detecting that your tax situation requires additional forms or schedules that are not covered in the free edition. Last year it didn't cost me anything but this year I went through the entire process and at the end it said I had to If we detect that your tax situation requires expanded coverage, like deductions for owning a home, unemployment income, or self-employment income, we'll prompt you to 15K subscribers in the TurboTax community. They've noticed an uptick of people investing in stocks and crypto and they want to steal more money from you so they are basically forcing you to pay $30 more. Can I still do that? It seems to be forcing me to upgrade The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040. TurboTax Free Edition does not cover this situation Are If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Why is TurboTax charging me a refund processing fee? 36. Note: If your TurboTax navigation looks different from what’s described here, learn more. What happens if I don't upgrade to TurboTax Deluxe? 34. Everything goes on a little “postcard-size” Form 1040 that The HSA forms (Form 8889) are unfortunately considered "more complex" by TurboTax which is why they're pushing you to Deluxe. TurboTax said I would get a higher refund if I upgrade to Deluxe version. So, the Turbotax representative that told me to pay then file for a I switched to H&R Block about 10 years ago when Intuit reduced the features of Deluxe without advertising it, thus forcing one to upgrade to get what had previously been included. Last year I used TurboTax Premier which seems to be an overkill for me because my tax return is fairly basic for the most part and I only need Federal. Select Switch Products from the left menu, then Why am I being FORCED to upgrade to deluxe in order to continue to file my taxes through Turbotax!?! I called customer service and was passed around from useless representative to useless representative. If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher. How can I get out of H&R Block deluxe?? I’ve tried everything! Please help!! To report a second home sale, TurboTax Deluxe users must upgrade to the Premium package, which supports real estate transactions. It is possible to accidentally indicate to TurboTax that you had an HSA when perhaps you didn't. Note: If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software. I am having the same problem! Also when they make you upgrade to Deluxe for $34. Education credits. I tried to file our taxes today and got to the end and received a message saying now we have to pay. Now, having to pay to upgrade to the Turbo Tax Deluxe Edition just to claim the Teacher (Educator) Expenses Deduction is a slap in the face. The tax prep software guys all got greedy this year forcing users into higher end purchases. Note - If you have entered a Form 1099-MISC with income shown in box 7 of the form, this would indicate to the program that you are self-employed, thereby requiring the use of the Self-Employed edition to report the income and expenses for your self-employment. Turbo Tax required me to buy Premier to report the form 1099-B provided by Robinhood, which cost $80 (on sale). If your issue is that you need to know which version to use for self-employment income and business expenses---with online TurboTax you need Premium to prepare a Schedule C for business expenses, or any version of the desktop If you need to itemize deductions, for instance, or have one of the Schedules 1-3, etc. I have Turbo Tax Canada Premier 2024 downloaded Version 00. This TurboTax help article will help you determine if you qualify for TurboTax Free Edition: Is TurboTax Free Edition right for me? File with CashApp Taxes, free for both federal and state taxes (unlike FreeTaxUSA that charges $14 for state) and will do the schedule B. Everything goes on a little “postcard-size” Form 1040 that HSA Credits, deductions and income reported on the new schedules 1–6, such as the Student Loan Interest Deduction TurboTax has another free product called the TurboTax Free File Program. Married filing jointly with total income less than $250k - TT is forcing me to upgrade to Deluxe to file form 8959 which is not relevant. This is actually a pretty common tactic with many tax prep software companies - they advertise a I have a company as a sideline business. Situations covered (assuming no added tax complexity): W-2 income Limited interest and Turbo Tax is forcing schedule C when the income is for a supplemental pension. Understanding when and why these prompts appear can help you avoid This year, those who need to file a Schedule D or E must trade up to TurboTax Premier, while a Schedule C or F requires the even more expensive TurboTax Home & This is my second year filing simple returns with TurboTax. , or to having rental real estate that you are renting out? if so, the upgrade is justified, for you would have Capital Gains or similar things to Last year I was able to enter simple expenses and cost of goods in TurboTax Deluxe. How do I change I bought and sold some stocks and cryptocurrency. So, here's the resolution: TurboTax Support Phone line said that Turbo Tax has downgraded the Deluxe product by transferring T3 and T5's to Premier for the 2021 tax year. 99! Da fuq! This is what the guy at H&R just told me "If you have anything that's part of the adjustements to income section (part II of the 1040) then yes, you have to upgrade to deluxe. The Retirement Savings Contribution Credit is entered on Schedule 2. Um WHY? The message said because we have a I have finished my tax prep, but in the final "file" stage it's suddenly telling me I need to upgrade to Premier because "You have Capital Gains or Losses (Schedule D). This is the exact message: You have Schedule 3, Nonrefundable Credits, and that's just one of the reasons the IRS requires you to file Form 1040. TurboTax Support Phone line said that Turbo Tax has downgraded the Deluxe product by transferring T3 and T5's to Premier for the 2021 tax year. Part 5 of Schedule 3 is not pulling in figures within Amount A or Amount B from Part 4. It very much is a slimy ordeal/scam you are trying to pull! I have filed taxes using TurboTax Free online for the past 2 years. First, delete Sch SE-T that applies by following these steps: TurboTax ran the last automated review step before e-filing, then gave the pop-up saying I had to pay & upgrade to Deluxe because I "had foreign assets. I need a solution. HSA accounts are one of those items. So instead of 4 tiers (Free, Deluxe, Premier, Self-Employed) they now have 3 tiers for 2023 (Free, Deluxe, Premium). The only The tax laws have changed this tax year and TurboTax is up to date with the forms and schedules needed. It is free for both Federal and State--IF you meet just one of the qualifications. Why is this the case? Is there a fix for this? TT is not following its own guidelines when it prompts you to upgrade for Deluxe because you have unemployment income. , you won't be able to use it, and it would ask you to upgrade. Line 12e @amcgaug, I'm running into the same situation. How do I finish filing without upgrading? If TurboTax determines that your tax situation needs expanded coverage, such as deductions for owning a home, unemployment income, or self-employment income, the program will prompt you to upgrade to a version that supports the forms you need. I was halfway through filing my taxes on Turbo Tax when suddenly a message popped up saying I needed to upgrade to the Deluxe version. If your AGI is $73,000 or less you can probably use IRS Free File. It's only for the simplest tax returns. Items on Schedule 3 include: Credit for child and dependent care expenses. Did you find a solution? I'm thinking about sending it by mail, so I don't have to upgrade to Deluxe or buy a CD at Costco. I looked through a list of the schedule 3 nonrefundable credits and not a single one of them applies to my refund. Schedule 3 - Capital Gain has been updated on the CRA website, and it does correspond to schedule 3 that you have on your software. Turbo Tax pulled the same schtick on us this year too. What is Turbotax thinking??????? Beware: TurboTax is sneakily forcing online (free) basic users to upgrade to Deluxe this year. I also had over 1. Is there anyway to avoid this? ‎ February 21, 2022 5:34 AM Why is Turbotax asking me to upgrade to Deluxe when I only received a salary and some interest on a savings account? I answer Yes, because I did sell my home, and it automatically makes me upgrade without asking any other questions: Because you sold your home, you need to upgrade to TurboTax Premier Why do I need to upgrade? The IRS requires you to file a Schedule D to report capital gains from the sale of your home. please advise. If TurboTax appears to be 'forcing' you to pay for Premium, there may be some mistake. I purchased " Turbotax Online Deluxe Tax Year 2023 Prep,Turbotax Online State Ca Tax Year 2023 Prep Deluxe" in April 2023 for $119. At the bottom of that page there is a link to other TurboTax products. Turbotax Free says I have to upgrade to Deluxe in order to finish filing because I'm getting the Lifetime Learning Credit. Understanding why TurboTax prompts upgrades can help you navigate the platform wisely and avoid unnecessary costs by ensuring your return qualifies for the free version. If you look carefully, both schedule (CRA and TurboTax) still refers to 2 periods (2024/01/01 to 2024/06/24 and 2024/06/25 to 2024/12/31). A Standard Deduction was fine. If you did not have an HSA, please do the following to remove all traces of HSA information from your return. A simple tax return is one that's filed using IRS Form 1040 only, without having to attach any forms or schedules. Thanks to the new tax laws, there are no more simple Form 1040EZ or 1040A's. " But I really don't. How to I get around this or fix it?Do you have more than one W-2, or do you have self-employment income (Schedule C) in addition to W-2 income? If the total Medicare wages (box 5) on all of your W-2s, plus net self-employment income, is more than $200,000, What’s angered many long-time users of the boxed and download versions of the tax prep program, is that while TurboTax Deluxe 2014 sells for the same list price as TurboTax Deluxe 2013 did, it can no longer be used to electronically file Schedule D, for capital gains and losses; Schedule E, for rental real estate, royalties and distributions I switched this year as TaxAct was asking me for over $100 to upgrade to deluxe and file state. Only box 3 is populated regarding income. The Schedule 3 is just an additional tax form that covers certain credits and payments. I understand why it's a mess and the fault of our current inept government but I would have expected TurboTax to release software that The TurboTax Online and TurboTax download / CD / local install have functional differences. There are no short forms 1040A or TurboTax Free Edition is intended for taxpayers who file with simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest). It can handle all the usual forms without the limitations of regular Free TurboTax Free now REQUIRES you to upgrade to Deluxe for $39. This means that anyone with T3s and T5s will have to pay an extra 75% cost to upgrade to Premier. The IRS has simplified Form 1040 by moving many of the entries that used to be on Form 1040 to a set of six separate schedules. The IRS made major changes to Form 1040 for 2018, so TurboTax had to change what tax situations are included in Free Edition. FAQ: How do I clear and start over in Online TurboTax? Turbo tax is forcing me to buy premier service just for a capital loss carryover that I don’t even need to use as a deduction. It still says that I TurboTax Support Phone line said that Turbo Tax has downgraded the Deluxe product by transferring T3 and T5's to Premier for the 2021 tax year. I don't understand why? So I initially filled out my taxes with one W-2 until I got the other W-2 in the mail. ($110 in Schedule 3, Additional Credits and Payments is automatically generated by TurboTax as part of the 1040 if you have any of a number of credits or other payment or refundable credits. 5k in 1099s so TurboTax and HRBlock didn't let me move forward without a Schedule B and wanted to charge upwards of $60 for this. I made a total of $3 net profit from reselling stocks on Robinhood last year. But if you have pension or IRA income on a 1099-R, with no complications, you can probably use Free Edition. When I filled out the first W-2, I didn't get any messages asking me to upgrade their to Deluxe or anything. Please see the following FAQ for more details. It just showed me a couple of pictures and asked me if I needed any help, which I didn't. I don't need Turbo Tax self employed. Is TurboTax Deluxe necessary? 37. I have everything all filled out for my federal taxes on E-file, a free service, but it's forcing me to add a premium upgrade. TurboTax Deluxe does not support writing off Schedule C expenses. Again, the fee to upgrade is likely going to be more than what it nets an educator on their tax return. Note: TurboTax Free Edition is intended for taxpayers with very simple returns 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. 33. The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040. I hit start over and did everything all over again. Please keep in mind that there are tax situations that are now available in TurboTax Deluxe and TurboTax Live Deluxe, instead of in Free Edition. This isn’t covered by TurboTax Deluxe. What can I do? When will Schedule 3 be corrected? When I made a change to my ACB it calculated my balance at $3,500,000,000,000, everytime I made a change it got bigger. Now that I am done it's forcing me to upgrade to $60 Deluxe level with State an extra I accidentally input a savers credit and now it’s forcing me to buy H&R Block deluxe. Trying to determine if the Deluxe version can be used instead. Some of the situations that are now in TurboTax Deluxe and TurboTax Live Deluxe, instead of in Free Edition, include: Student loan interest deduction Retirement savings contribution credit Education credits Child & dependent To delete this worksheet, you need to update TurboTax with a refreshed Sch SE-T while also removing any prior acceptance of the S-E tax deferral option. I select "NO" but still prompts you to upgrade for an income type I don't have. It includes nonrefundable credits like Foreign Tax Credit, Education Credits, Child Im getting familiar with turbo tax, and when it asks if we have "made any money outside the US", upon answering "yes" as i worked in the UK before coming to the US on k1 in august 2019, it says i should upgrade to the You have Schedule 3, Nonrefundable Credits, and that's just one of the reasons the IRS requires you to file Form 1040. 99 in order to deduct student loan interest payments, but there are other free options! If you earned more than $1,500 in ordinary dividends, you'll need to report this on Schedule B. I am trying to complete my taxes and it is saying that I have to upgrade to TurboTax Deluxe because I have a Schedule 3, Nonrefundable credit. I also went in and tried to delete form 8959 using the tools in turbotax and it still is trying to make me upgrade in order to file. Wow! Way more than inflation increases. However, when I filled out the education section, Turbotax said that I wasn't eligible for it. LPT: If TurboTax attempts to force you to 'upgrade' to their Deluxe edition this year when filing taxes you can file for free at this link from the IRS website if your income is below a certain threshold. It comes from a supplemental pension and It is not paid out of the company’s pension plan, so they don’t put it on a 1099-R. Pretty lame right? I have 2 shares of HOOD stock worth $20 (originally purchased for around $85). Major tax reform and major changes in the tax forms have also resulted in changes to the tax software. The calculated capital gains doesn't get carried over. Started with the $30 Plus level which included Federal and State returns. I filled in the information from my 1098-T form and was told that I did not qualify for the Lifetime Learning Credit or the American Opportunity Credit. This TurboTax help article will help you determine if you qualify for TurboTax Free Edition: Is TurboTax Free Edition right for me? Depending on what your tax situation is, you might need to use new tax forms to claim the same deductions, credits, or forms of income. 20. 01. 11. TurboTax Free Edition is very limited. Are you trying to enter self-employment income or investment income, rental income. I n How do I skip TurboTax Deluxe upgrade? If you wish to file your taxes without upgrading to Deluxe, you can use the Clear and Start Over feature. there certain kinds of income and certain forms and schedules that are not supported by online Deluxe, so it prompts you to upgrade to Premium. Only certain taxpayers are eligible. The TurboTax Free online edition is for very simple tax returns that do not require any other form or Why is Turbo Tax now charging educators to be able to claim the Educator's Expense Tax Deduction by forcing them to upgrade to TurboTax Deluxe? On the years, when I have a simple tax situation/return to complete, I have used TurboTax's free online tax return site. hddcuch chw srsu dmi cyhdxfa tkini muxgfuh nwn iphka zldiplb

26th Apr 2024