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New Member
posted Mar 5, 2024 12:08:33 PM

On last years return I was self employed. This past year I wasn't and don't want to pay $60.00; its supposed to be free. How do I change versions?

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3 Replies
Intuit Alumni
Mar 5, 2024 12:19:54 PM

Information from the past year and carry-forwards may have been transferred into this year's return from your self-employment entries. If you wish to downgrade, you will need to start over from the start and not transfer last year's return because once the return is upgraded it is not possible to downgrade.


If there are donations in box 46 of a T4 or Employee-paid premiums (medical) in box 85 of a T4 which would require an upgrade to allow you to claim additional credits not included in the free version, this may cause an upgrade. Please see the list below enumerating what is or is not included in the free version.

Simple tax returns include:

Employment income

Pension income

Other employment income such as tips

RRSP contributions

Child care expenses

COVID-19 benefits and re-payments

Unemployment (EI) and social assistance

Worker’s compensation

Disability amount

Worker’s benefit

Amount for eligible/infirm dependents

Tuition, scholarships, bursaries, grants, student loan interest

Caregiver tax credit

Disability transfer

Home accessibility tax credit

Tax on RESPs and RDSPs

Tax installment payments

Age amount

Income, credits, and deductions not listed above are not covered by TurboTax Free, including:

Employment expenses (meals, lodging, etc.)

Donations

Medical expenses

Investment income and expenses

Rental property income and expenses

Self-employed income and expenses

Thank you for choosing TurboTax.

New Member
Mar 31, 2024 6:33:14 PM

One of the nice things about turbo tax, is NOT having to start from scratch and enter everything (name, sin, address, last years amount$, etc.).  
To me, that's a flaw in your system, that it assumes you're self employed now, because the previous year you were.
I understand the answer of start a new return from scratch, but that is not a customer service user friendly answer.

Level 7
Apr 1, 2024 6:45:56 AM

We appreciate your feedback. 

 

Thank you for choosing TurboTax.