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lizlizbot
New Member

Forcing an upgrade but I have a simple return

I have the simplest return imaginable. Literally, I am talking T4s. That's it. Will it let me use the free version? No, it's forcing me into Deluxe Version and I have absolutely no idea why. I tried starting over and it still won't let me use the free version.

 

There is no way on God's green earth that the free version is incapable of accepting T4s. What is happening and how do I fix it?

 

Honestly, if this is working as intended and the free version is just a scam I'm filing a complaint with any consumer protection groups I can find.

1 Reply

Forcing an upgrade but I have a simple return

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?

 

Thank you for choosing TurboTax.