Correct, no upgrade needed for investments, however, I did upgrade to Deluxe version for $7.99 so I could have live chat. That upgrade was not necessary for investment help.
The $40 (maybe $30 something) upgrade gives you full support with professionals and help with audits and such. I think...
Hi,
I posted a reply yesterday but not sure if it went through.
I also have investments and have no problem with forms. That is one of the things other free help requires you to upgrade.
I live in Florida and do not have a state tax. That is also available but you may have to pay a fee to...
I have been using online FreeTaxUSA for several years now. It is easy to use and don't charge you for certain things like others where you have to upgrade for a fee. You can get email support for free, chat support for low fee and full support for around $40. Check it out to see if this fits...