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New Member
posted Mar 16, 2023 7:45:42 PM

Why do low-income people with medical expenses now have to upgrade to deluxe, always used the free version in previous years

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Level 4
Mar 17, 2023 3:55:50 PM

TurboTax is taking extra steps to ensure you have access to the right tools and support specific to your tax needs.

When starting a new return, TurboTax will ask questions about your current tax situation. Based on your return's complexity, you could be directed to a different edition of TurboTax that has all the applicable forms. The product you used in prior years may no longer be available to you as it’s not the most effective solution for your needs.

 

Note: Some deductions (such as medical expenses, donations, or moving expenses) only impact your refund or tax owing in certain conditions, like if your income is below a certain level. To get you the best outcome, you need to enter all your tax information into TurboTax, which sometimes requires an upgrade.

 

Similarly, you may be upgraded to help claim expenses you’re entitled to, but might not know about. TurboTax guarantees that you’ll get your maximum refund or pay the lowest taxes owed.

 

Fore more information, please visit TurboTax FAQs page: Why did I have to upgrade my TurboTax Online edition? 

 

Thank you for choosing TurboTax.