Hey joel-o. First time user turbo free 2021 & allowed charitable donation but not you. Why do they let us file & then take free filing away over charitable?

[thevarneykid]

Joel-o filed with charitable donations prior to 2021 but couldnt file in 2021. I was first time user 2021 and could file charitable donations. What is going on here?

[TurboTaxGinette]

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[thevarneykid]

Bottom line...Turbo dis-allowed a (previous/continuing client) to use 2021 FREE submission because it involved "Charitable Dontations" (see joel-o).   HOWEVER Turbo allowed me (a first time client) to use 2021 FREE version,  even though my submission included "Charitable Donations".   This does not add up & I have extensive auditing experience.

Another point is that Turbo locks the client out of using FREE and DIRECTS them to a NON-FREE version.

I would submit that if it worked in 2021 & my tax situation in 2022 is identical to 2021 & IF I CHOOSE to use the FREE version,  I should be allowed to do this.   Nothing wrong with Turbo RECOMMENDING an upgrade,  BUT they should not arbitrarily FORCE the client to up-grade. 

[TurboTaxGinette]

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For more information, please see our TurboTax FAQ: Why did I have to upgrade my TurboTax Online edition?

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