Uploaded February 2025 | Updated September 2026, 2 weeks ago
This vid helps get started w/ TurboTax Free (free tax filing)@ turbotax.intuit.com/personal-taxes/online/free-edition.jsp.
i. TurboTax offers a **Free Edition** designed for individuals with straightforward tax situations. To qualify for this free filing option, your tax return should meet the following criteria:
- **Form 1040 Only:** Your return must be filed using IRS Form 1040 without any additional schedules, except those necessary to claim credits like the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), or to report student loan interest.
- **Eligible Income Sources:** Common income sources that qualify include:
- W-2 wages
- Limited interest and dividend income (reported on Forms 1099-INT or 1099-DIV)
- Standard deduction claims
- Taxable qualified retirement plan distributions
Approximately 37% of taxpayers qualify for the Free Edition based on these criteria.
**Additional Free Filing Options:**
- **Active Duty Military Members:** If you're an active-duty or reserve member of the U.S. military, you can file both federal and state taxes for free using TurboTax, regardless of your income level.
- **IRS Free File Program:** TurboTax previously participated in the IRS Free File Program, offering free tax preparation for eligible taxpayers. However, Intuit has elected not to renew its participation in this program and will no longer be offering IRS Free File through TurboTax.
This vid helps get started w/ TurboTax Free (free tax filing)@ turbotax.intuit.com/personal-taxes/online/free-edition.jsp.
i. TurboTax offers a **Free Edition** designed for individuals with straightforward tax situations. To qualify for this free filing option, your tax return should meet the following criteria:
- **Form 1040 Only:** Your return must be filed using IRS Form 1040 without any additional schedules, except those necessary to claim credits like the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), or to report student loan interest.
- **Eligible Income Sources:** Common income sources that qualify include:
- W-2 wages
- Limited interest and dividend income (reported on Forms 1099-INT or 1099-DIV)
- Standard deduction claims
- Taxable qualified retirement plan distributions
Approximately 37% of taxpayers qualify for the Free Edition based on these criteria.
**Additional Free Filing Options:**
- **Active Duty Military Members:** If you're an active-duty or reserve member of the U.S. military, you can file both federal and state taxes for free using TurboTax, regardless of your income level.
- **IRS Free File Program:** TurboTax previously participated in the IRS Free File Program, offering free tax preparation for eligible taxpayers. However, Intuit has elected not to renew its participation in this program and will no longer be offering IRS Free File through TurboTax.
