I start filling in with deluxe and when I go to last screen, it will force me to upgrade to premier "based on your tax situation". Bug in TurboxTax. 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 … We would like to show you a description here but the site won’t allow us. This is the exact … And if I don't click the upgrade for $79 button, I can't actually file. 4. TurboTax isn't a charity. It is telling me that to upgrade to … Solved: It wants me to upgrade to deluxe just because of my hsa. Maybe a glitch? but worth the try to keep clicking on despite the message about having to … Question? I bought and sold some stocks and cryptocurrency. An unofficial, civil, and helpful community to discuss filing your taxes with Intuit TurboTax. Both sites came to the same number in the end for … The HSA forms (Form 8889) are unfortunately considered "more complex" by TurboTax which is why they're pushing you to Deluxe. They didn’t do this to me last year when I … Turbotax is forcing me to file Form 1116, even though I'm eligible to not file. Without seeing your tax return, it is … TurboTax is trying to force me to upgrade to Deluxe because I have Schedule 4, Other Taxes. **System Glitches or 'Sneaky' Upgrades**: In some cases, users report that TurboTax can seem to "force" an upgrade even if their situation doesn’t require it, often when certain optional … So instead of 4 tiers (Free, Deluxe, Premier, Self-Employed) they now have 3 tiers for 2023 (Free, Deluxe, Premium). Does anyone have a way around it? Is there another software… If you still want to use TurboTax, consider buying the download Deluxe version. My 1099-DIV has $3 in foreign taxes paid. Schedule D. Can anyone please help?You'll need to sign in or create an … Note: Since your browser does not support JavaScript, you must press the Resume button once to proceed. I do not need to upgrade. What does that even mean? Gripe! My taxes aren't super complicated - some equity grants, some share selling/rebalancing through roboadvisors like Betterment - but twice during the filing process I was prompted to … The answer was directed for those who use the TurboTax desktop editions installed on a personal computer. Do any of the above apply to you? ***NOTE*** It is possible to accidentally indicate … 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 … I am very confused. 99 in order to deduct student loan interest payments, but there are other free options! 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 … Question? 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. I purchased " Turbotax Online Deluxe Tax Year 2023 Prep,Turbotax Online State Ca Tax Year 2023 Prep Deluxe" in April 2023 for $119. This time, I just got premier download version to … The tax laws have changed this tax year and TurboTax is up to date with the forms and schedules needed. They've noticed an uptick of people investing in stocks and crypto and they … TurboTax is better able to guide our customers through their filing journey and ensure that no credits or deductions are missed. I don't want to upgrade to Deluxe. 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 … It is in your best interest that you upgrade to Deluxe in order to file your return properly. How do I get past this option? Basically, some entry on your return is causing TurboTax to flag the need for an upgrade. Terms and conditions, features, support, pricing, and service options … We would like to show you a description here but the site won’t allow us. Many taxpayers qualify for TurboTax free filing, but certain tax situations require an upgrade. I do not have an foreign account. Can someone explain please?After using turbotax for 10+ years we … Hello to all, we are in the process of filing taxes jointly with my wife (USC). Turbo Tax is saying I need to upgrade to Deluxe edition because they say I have a foreign account. Understanding when and why these … If we detect that your tax situation requires expanded coverage, like deductions for owning a home, unemployment income, or … I ran my taxes through TurboTax and freetaxusa this year, because I dabbled in crypto TurboTax wanted me to pay an additional fee to file. You can read the IRS instructions for the form here: Instructions for … The TurboTax Live Deluxe is $120 so what are the other charges? You could have downgraded your online edition before paying the account fees or requesting the fees … Avoid paying for features you don't need. It's ridiculous that TurboTax is trying to make me pay $80 to file something … Turbotax is forcing an "Upgrade to Deluxe" even though I didn't sell any shares/stocks, i. there certain kinds of income and certain forms and schedules that are not … TurboTax Free now REQUIRES you to upgrade to Deluxe for $39. Also, I have already entered my information into Re: why did TurboTax force me to upgrade to the deluxe version? I didn’t want to I wanted to use the free version. I did before and filled out the … 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. Again, the fee to upgrade is … Note: Since your browser does not support JavaScript, you must press the Resume button once to proceed. Im getting familiar with turbo tax, and when it asks if we have "made any money outside the US", … It is hard to tell you why TurboTax is asking you to fill out form 8959 without knowing the details of your return. It seems that Turbo Tax forces you to upgrade if you have an HSA. " (I don't, and … Turbo tax is trying to force me to upgrade. Then, when I tried to file it forces me to upgrade to the Deluxe … 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 … Why is turbo tax forcing me to upgrade due to "you have additional medicare tax, form 8958)? I do not. At the bottom of that page there is a link to … If you still want to use TurboTax, consider buying the download Deluxe version. A product expert from TurboTax has the ability to downgrade the product you have should you not be able to do so yourself. TurboTax has 2 free products, but if you are being charged $110, then you must have been upgraded to Online Deluxe Edition, which is a paid version--currently $60 for … 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. The IRS Free File Program delivered by … Not this this helps, last year I used Deluxe (that is normal for me) and I was forced to upgrade to Premier this year (because of capitol gain/loss and crypto actually, it is just carry over from … Why is Turbotax asking me to upgrade to Deluxe when I only received a salary and some interest on a savings account? TurboTax Free Edition Online posted Why is Turbotax asking me to upgrade to Deluxe when I only received a salary and some interest on a savings account? TurboTax Free Edition Online posted Solved: I picked the American Opportunity Credit which led to I have to upgrade to TurboTax Deluxe. However, when I filled out the education section, Turbotax said that I … 15K subscribers in the TurboTax community. It says I have a form 1040 and I don't. What do I do? I do not want to upgrade to deluxe. i only have $60 in it and i didnt use any of it. TurboTax is FORCING me to upgrade to TurboTax Deluxe because i have a $10 Tax credit i could care less about. Why would i pay $39 to get $10?????? Is it right to … Clear and start over and then get to the screen where it will give you three choices, Deluxe, Live Deluxe, and Live Assisted Deluxe. The IRS requires you to file form 8889 (for the Health Savings … I uploaded my W-2 and student loan interest statement, and it clearly showed me that I needed Form 8917 for tuition and fees deduction, which is why TurboTax was forcing me … If you are eligible you can use the IRS Free File Program delivered by TurboTax which is free to file both a federal and state tax return. This also forces me to upgrade to Deluxe. I only need the deluxe version for simple tax returns but TurboTax won't go past the page where it asks me to upgrade to self …. After upgrading, enter the property sale details under … 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. I If the claim/expense is not covered by the … I mean if you really want to be cheap you can just print out form 1040 and do it by hand. Is there anyway to avoid this? February 21, 2022 5:34 … Understanding when and why these prompts appear can help you avoid unnecessary costs and complete your return without paying … Beware: TurboTax is sneakily forcing online (free) basic users to upgrade to Deluxe this year. The downloadable Deluxe version does not force you to upgrade to get more capabilities: the only … Turbotax Free says I have to upgrade to Deluxe in order to finish filing because I'm getting the Lifetime Learning Credit. I also had over 1. 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. WHY DO I … 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. Did you answer anything 'yes', to questions about real estate sales, stock sales, bond sales, fund … Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Just finished filing with them and … 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 … Solved: Having to upgrade to deluxe because of schedule 3 nonrefundable credits? Not sure what that means. When I started doing my taxes, TurboTax showed an offer for the PLUS version at 29 dollars. To report a second home sale, TurboTax Deluxe users must upgrade to the Premium package, which supports real estate transactions. If you are using the TurboTax online web-based editions you … 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. I did not have anything that would have made it automatically change to the premier version. e. Turbotax is forcing me to file Form 1116, even though I'm eligible to not file. Turbo tax is insisting I upgrade because I 'have a foreign account' when I do not have a foreign account. Some of the situations … I accidentally input a savers credit and now it’s forcing me to buy H&R Block deluxe. There's no option to edit … 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 … If TurboTax appears to be 'forcing' you to pay for Premium, there may be some mistake. 20. How to I get around this or fix it?Do you have more than one W-2, or do … Are you trying to enter self-employment income or investment income, rental income. Anyway around… TurboTax told me I couldn't continue without it but it still filed a 1040 and Form 8889 for me for free. Why i am forced to upgrade to premium otherwise i cannot continue. Please keep in mind that there are tax situations that are now … How do I switch to TurboTax Free File Program? 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 have gone back and checked my answers and it won't change. If your HSA contributions were made through payroll deductions and are reported on your W-2 in Box … 11 votes, 28 comments. I did not make any disbursements and did not receive any 1099-SA forms or other forms, yet I cannot file without upgrading to TurboTax Deluxe. TurboTax will prompt to upgrade if needed due … 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. Only the Free edition is free for both federal … We would like to show you a description here but the site won’t allow us. People with unemployment income or paid family leave benefits should not be required to upgrade to Deluxe. It's trying to force me to pay and I have a very simple return that meets all the criteria. No tricks are given. I do not have any special tax situations and my return is very straight forward. I used deluxe last year and my tax are the same as last year TurboTax Free Edition Online posted I did not make any disbursements and did not receive any 1099-SA forms or other forms, yet I cannot file without upgrading to TurboTax Deluxe. The downloadable Deluxe version does not force you to upgrade to get more capabilities: the only … I get it all done and it forced me to buy the $129 premier version despite not having nor needing any of the forms that would’ve forced an upgrade. Why are they forcing me to?Major tax reform and major changes in the tax forms have also resulted in changes to the tax software. Compare TurboTax Premium vs Deluxe to find the right plan for freelancers, landlords, and … There are several TurboTax editions when using the online web based programs - Free, Plus, Deluxe, Premier and Self-Employed. I am using the free version and when I got to do the 1099-g it says the deluxe is required and keeps kicking me back when I say no. I did before and filled out the … 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. There's no option to edit … We would like to show you a description here but the site won’t allow us. How can I get out of H&R Block deluxe?? I’ve tried everything!… There is a flaw in TurboTax. If your tax data requires entry on any … I don't even have form 8863 in my forms to delete and it's still saying I have to upgrade to Deluxe. 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 … 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 … TurboTax is asking to upgrade for my 1099-INT being over a certain … 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. This seems weird because I … 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. The upgrade states that basic won't … How do I remove the forced upgrade to Deluxe? I had all of my tax info updated and as TurboTax was updating the information, it wouldn't allow me to proceed Note: Since your browser does not support JavaScript, you must press the Resume button once to proceed. Do I have to buy deluxe edition? TurboTax … Customer: No, I do not want to upgrade. How can I take this off now?If you would like to delete the credit follow these … Depending on what your tax situation was last year, you might need to use new tax forms to claim the same deductions, credits, or forms of income. This is actually a pretty common tactic … The only schedules supported in the TurboTax free edition are for the Earned Income Credit, Child Tax Credit and student loan interest. kvsipfr
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