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February 26, 2025
Question

do i need to upgrade to Premium to enter a 1099R?

  • February 26, 2025
  • 1 reply
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    1 reply

    DoninGA
    Employee
    February 26, 2025

    No.  Premium is not required for entry of a Form 1099-R.

    It is required if you have any type of investment income, rental or royalty income and expenses or self-employment income and expenses.