Turbotax Free Edition Vs Deluxe
Faith Lienhard
Apparently, TT thinks it's too much of a hassle to scrap everything even if you haven't paid them or even filed. This is a way to bind you so they can still get their money even if the tax version you used to figure out your taxes is no longer a benefit to you for the tax year you're filing.
With that being said, TT automatically upgrades you to their lowest edition (TT Deluxe I believe) if you don't qualify for the Federal/State Free edition. To get the free edition you have to have an AGI of $36k or lower, have qualified for the EIC, or are a veteran/active duty/military personnel.
Unfortunately, once you have submitted payment, deducted the TurboTax fee from your refund, or registered, you wouldn't be able to clear and start over. The only other option is to review your fees and try to reduce any fees that you have. Please follow the instructions below.
I agree that this is BS. I did my entire return in the free version and am doing the standard deduction. So, education deductions essentially don't matter, but apparently entering education expenses requires that you pay for the deluxe edition. So, even though nothing was actually done in the deluxe edition I have to start over completely in order to not pay my entire tax refund to turbo tax. It's total BS!!!
This does not work. I had to use Deluxe last year and now I cannot downgrade back to Free Basic even though I meet all of the requirements. Clear and Start Over does not clear my information and the product defaults to Deluxe.
If we detect that your tax situation requires expanded coverage, we'll prompt you to upgrade to a version that supports the forms you need so we can maximize your tax deductions and ensure you file an accurate return. For more details on this, please see the Help Article here.
I was used turbotax self-employer version last year but I'm not self employed this year at 2018,just having a W-2 form. I'd like to switch to the deluxe edition. But the website keep redirecting me to self-employee version.
Based on your information, if you are using TurboTax Self-Employed online edition (not TurboTax Business), you can simply use the "clear and start over" feature in the program. Please beware that by doing so, it erases the current entries if there are any ( I hope you have not done much yet), but will keep the previous information from last year including your personal info, the income categories and the different schedules you have filed. Follow the prompts and program will revisit those areas for clarification and assist you to select the appropriate version for your new tax return.
You need to fix this. All entered information should not be lost by changing packages. This practice is fishy and reeks of bait and switch. Shame on me for expecting a tax adviser to be ethical. I will strongly be considering not using turbotax next year.
I was almost done with my return and realized I don't need self-employed version this year. I followed your directions and cleared the form. Contrary to your Help instructions, there was no prompt to choose my product. It automatically starts me over in self-employed. HELP!
I had gone through the process of filing my return and was complete/ready to file. In the last year or 2 I had been paying for the deluxe edition. I was attempting to confirm if I needed to pay or if I am eligible to file with the free edition. I found this forum post and from what I read I believe it says I could file with the free edition. The site said I would need to completely clear/start over from the beginning. I wanted to verify I was correct before beginning the process again. I called and spoke with a rep and they stated I would need to pay because the free version ONLY includes W2.
I had a very basic return this year and the automated system (the same one which fails to inform you that you can only file your state taxes if you pay TurboTax AFTER finishing your state return) upgraded me to deluxe without my consent or knowledge. When it was time to check out, I had no other option to select.
If you advertise as free, there should be a way to use your product for free. Throw in all the predatory charges and hidden subscriptions (credit karma) you want, but don't falsely advertise a product that is impossible to qualify for.
Additionally, if you used one of the TurboTax online editions you were not required to pay for the online account fess until after you had completed the tax return and were in the File section of the program in Step 1. And only then after you had reviewed the amount being charged were you asked to pay with a credit or debit card or to have the TurboTax account fees paid from the federal tax refund.
Do you work for turbo tax??... And are you in any authority to refund the $79.99 I was charged for getting half of my forms filled out, NEVER filed, and was Charged... ??... Then please look up my acct ,and you will see, or I'll screenshot a receipt for what turbo tax charged me...$79.99. Thanks.
Oh and you should always assume when you enter your credit or debit card anywhere on the internet you will be charged right then. In Turbo Tax you can pay early before you are ready to file to lock in an early price before the prices go up (usually on March 1).
I got charged over 200 dollars when I only committed to a very limited version of turbo tax. My tax returns were only 607 now I am only get half of that because Turbo tax charged me 270. I am very upset.
@Chelscola If you used one of the TurboTax online editions you were not required to pay for the online account fess until after you had completed the tax return and were in the File section of the program in Step 1. And only then after you had reviewed the amount being charged were you asked to pay with a credit or debit card or to have the TurboTax account fees paid from the federal tax refund.
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. If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.
If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2022 online tax return. Click on Clear & Start Over.
If you want to downgrade but can't because you have already paid, you will have to contact TurboTax Support directly for assistance. Here is a link to set up a phone contact: -what-is-the-turbotax-phone-number
Yeah.... that isn't how you do it. Did you read what he asked? Because that option is not available to remove turbotax deluxe.
Trying to charge me $60 for deluxe, and $40 to pay with my refund. Bunch of con artists.
@Toni93 You are posting to a thread that has had no activity for several years. If you do not want to use a paid version of TurboTax, you might want to wait until the IRS Free File site opens in January and use that site to file for free:
Wouldn't that clear out all the information you've already entered and just add extra work for you to do? TurboTax notified me while I was filing that I had to file under the deluxe edition because my taxes weren't falling under the simple tax category. So if I were to do as you say, I would probably be resentful and regret such decision...
The FREE version is limited to just the form 1040 and if your return requires one of the schedules you must upgrade to deluxe to complete a correct return. First review your entries in the W-2 section for any input errors.
Next ... if you are married make sure each of your W-2 forms are correctly identified to the right person ... that is the most likely reason for this excess SS issue ... remove the error to remove the upgrade issue.
However, if you are single and have more than one employer and the totals of box 4 is more than $8,239.80 then you have refundable SS taxes due to overwithholding. To file a proper return this needs to be included and the excess is refundable. -and-deductions/help/can-i-get-a-refund-for-excess-social-s...
I'm filing taxes for an elder that I have been helping for years on TurboTax and all of a sudden this year it is trying to force me or her to upgrade. She hasn't changed anything as far as income or deductions or anything and her Box 4 is well below $8000, it's ridiculous, so that's not it for her case. Can anyone think of any of reason the demand of an upgrade could be happening?
There are multiple reasons why you would need to upgrade from the Free online edition to the Deluxe online edition. The Free online edition does not support any other form or schedule other than the Form 1040. If any tax data being entered requires to be entered on anything other than the Form 1040 then an upgrade is required.
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