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New Member
posted Mar 8, 2023 2:29:21 PM

I don't have investments, but because I received interest at my bank, your system won't let me have the free Turbo Tax. How do I get around this?

I don't want to pay and "maybe", get a refund..

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2 Replies
Level 4
Mar 10, 2023 8:47:08 AM

This year, TurboTax is taking extra steps to ensure that Canadians have access to the features that will help them get the best tax outcome by broadening its product lineup and directing users to the version of TurboTax that aligns with their tax situation. We’ve expanded our lineup and tailored each version of TurboTax to address the complexity of various levels of filers. This year, when you file with TurboTax, you will be directed to the version that best suits your needs based on complexity, to ensure you are getting the best possible tax outcome for the best value.

 

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

 

Thank you for using TurboTax.

New Member
Mar 11, 2023 1:51:14 PM

No, I did not get this resolved.  Upgrading to Deluxe Turbo Tax made ABSOLUTELY no difference in my return.  I had to upgrade to complete the return.  I was encouraged to pay the upgrade and then apply for a refund.  I did this.  The refund request was denied because "Turbo Tax programs are designed to fit your needs."  They don't fit mine.  This will be the last year I use Turbo Tax.  I doesn't "fit" me anymore.