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Credits and deductions
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.
‎January 14, 2023
5:46 AM