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svoss
New Member

Why do you have to upgrade from basic package to Turbo Tax Live assistant just to enter donations? I never had to before.

 
1 Reply

Why do you have to upgrade from basic package to Turbo Tax Live assistant just to enter donations? I never had to before.

You do not have to upgrade to TurboTax Live. You can say no to that upgrade.

Donations will cause you to upgrade to the next paid version instead of free as seen in this TurboTax FAQ: Donations 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

Thank you for choosing TurboTax.