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April 19, 2024
Question

All my forms are what I believe to be apart of a "simple return". i.e. T4 from employment, scholarship T4A, but it forces me to upgrade to deluxe, why? Thanks in advance!

  • April 19, 2024
  • 1 reply
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    1 reply

    April 19, 2024

    There might be donations in box 46 of a T4 or Employee-paid premiums (medical) in box 85 of a T4 which would require an upgrade to allow a claim for 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.