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March 13, 2023
Question

I do not have investment income, why does intuit wants me to upgrade from turbo tax deluxe to premier?

  • March 13, 2023
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    1 reply

    March 15, 2023

    TurboTax Deluxe is designed to handle most tax situations for individuals, including those who have income from income,tips, and retirement accounts. However, if you have certain types of income or deductions, such as investment income or rental property income, you may need to upgrade to TurboTax Premier or higher.

    Even if you don't have investment income currently, TurboTax may prompt you to upgrade to TurboTax Premier if you answer certain questions in a way that suggests you may have investment income in the future or if you have other potential tax scenarios that would require the use of the Premier edition.

    In general, the higher editions of TurboTax provide more specialized features and guidance for specific types of income and deductions, which can help ensure that you're maximizing your tax savings and avoiding mistakes.

     

    If you're unsure whether you need to upgrade, you can review the features of each edition on the TurboTax website or consult with a tax professional.

     

    For further assistance, please follow this link: Contact Us

     

    Thank you for choosing TurboTax.