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March 11, 2025
Question

if i file a 1099R can i use the free turbo tax it is saying I need to get deluxe version?

  • March 11, 2025
  • 1 reply
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1 reply

RachelW33
March 12, 2025

Yes, if your only income is from a 1099-R, you can definitely use the TurboTax Online Free Edition.  

 

If you have other types of forms, you may need to upgrade depending on what they are.  Please go here for a comparison of the TurboTax Online Products and what forms are included with each (scroll down towards the bottom of the page): TurboTax Online Product Comparison 


 

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Employee
March 12, 2025

Or did you have an early distribution on your Form 1099R, which would require the use of Form 5329 to figure a penalty, which is not in Free Edition?