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March 2, 2023
Question

Simple tax return?

  • March 2, 2023
  • 1 reply
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On one page it states that I can qualify for a free tax return if it is considered a "simple tax return". One of the covered situations for a simple tax return mentions "Limited interest and dividend income on a 1099-INT or 1099-DIV"

 

At the very end, when I attempt to file, I receive a message that says "You have Capital Gains on a 1099-DIV" and that the free edition does not cover this situation. 

 

This seems like conflicting information to me, am I missing something? My tax return is pretty simple and this is the first year since using TT that I've ran into this problem. I have <$200 capital gains on my 1099-DIV and I would think this is a covered situation. 

1 reply

TurboTaxSusan
March 4, 2023

This is the support site for the Canadian TurboTax. For assistance with U.S. taxes and U.S. versions of TurboTax, please visit the website for TurboTax USA.