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New Member
posted Apr 13, 2021 10:26:55 AM

Why am I being charged when it is suppose to be free to file?

0 3 1575
3 Replies
Level 3
Dec 12, 2022 10:06:00 PM

TurboTax Free is for simple returns and covers many common tax situations, including:

  • Employment income
  • Pension income
  • Other employment income, such as tips
  • RRSP contributions
  • Child care expenses
  • COVID-19 benefits and repayments
  • Unemployment (EI) and social assistance
  • Worker’s compensation
  • Disability amount
  • Worker’s benefit
  • Amount for eligible/infirm dependents
  • Tuition, scholarships, bursaries, grants, and 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 aren’t covered by TurboTax Free this year. Visit our online tax software page to see the available options for more complex returns.

 

If you’re 25 or younger, file your 2021 tax return for free using any TurboTax Online product.

 

For more information, please see this TurboTax FAQ: Who can file for free using TurboTax? 

 

Thank you for choosing TurboTax.

New Member
Mar 21, 2024 6:36:24 PM

I did not use anything that was not listed there, and I can't seem to remove the upgrade that seems to have been added somehow (as I think is possible on the US site via the 'Tax Tools' options). I don't know why I'm being charged when I selected a free service and am now going to have to start my taxes all over again :(

Intuit Alumni
Mar 22, 2024 7:16:32 AM

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
 

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.