Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
N
nrodriguez1
January 22, 2022
Question

Do I need Turbotax premier if i received a distribution from a Roth IRA or can this be handled with deluxe?

  • January 22, 2022
  • 2 replies
  • 0 views
No text available

2 replies

DoninGA
DoninGA
Employee
January 22, 2022

The TurboTax Deluxe online edition supports entry of a Form 1099-R for distributions from a retirement plan.

VolvoGirl
VolvoGirl
Employee
January 22, 2022

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top


Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start


If you are filing a Joint return be sure to pick which person it is for.


It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

TurboTax Sign In Widget
TurboTax flag icon

Unlock tailored help options in your account

Create an account
TurboTax Expert Assist
TurboTax Expert

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Terms & ConditionsAccessibility statement
Intuit
TurboTax Credit Karma QuickBooks MailChimp

©1997-2022 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
of Intuit Inc. Terms and conditions, features, support, pricing, and service options
subject to change without notice.

Security Certification of the TurboTax Online application has been performed by
C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Accessibility

TRUSTe nResult Certified e-File C-Level Security Certification