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New Member
posted May 6, 2024 4:37:40 PM

Why am I being asked to pay when I feel I qualify for the free filing?

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1 Replies
Level 3
May 6, 2024 5:31:41 PM

There might be donations in box 46 of your T4 or Employee-paid premiums (medical) in box 85 of your T4 which would require an upgrade to allow you to claim additional credits not included in the free version. 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

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

Unfortunately, there is no way to downgrade a TurboTax product once it has been upgraded.  If you are using TurboTax Online, you’ll need to start a new return to change your product. To start a new return, select “Start a New Return” from under “My Returns” in the top left corner. Once you have started your new return, you can select “View All Returns” from under “My Accounts & Returns”. Then delete the unwanted return by clicking the small Trash Can next to it or “Delete” under the return’s name.

Thank you for choosing TurboTax.