Qualifying for Form 1040A and TurboTax Free Edition
If you don’t meet the criteria for Form 1040EZ because you have capital gain distributions or income from pensions, annuities, an IRA or Social Security, you might be eligible to file form 1040A and use TurboTax Free Edition. You cannot owe alternative minimum tax or itemize deductions with Form 1040A. Review the seven criteria for Form 1040A eligibility on the IRS website to ensure you qualify for Form 1040A and TurboTax Free Edition.
Filing Form 1040 With TurboTax Deluxe
If your taxable income is $100,000 or more, you have unreported tips, distributions, self-employment earnings, income as a partner in a partnership or a shareholder in an “S” Corporation or income from an estate or trust, you must file Form 1040. You’ll probably want to purchase a paid TurboTax edition such as TurboTax Deluxe. If you owe employment taxes for household employees or you want to itemize deductions, you must also file Form 1040 and use TurboTax Deluxe.
