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February 19, 2025
Question

which turbotax plan should I use to enter in a 1099-R with my W-2s?

  • February 19, 2025
  • 1 reply
  • 0 views
I took out an early withdrawal of my entire 401k from my old job (2024). I've been told that I would need to file the 1099-R alongside the two W-2s I have from said job and current one. Need to know which Turbotax plan allows the filing of a 1099-R since there are 3 different options for using the service.

    1 reply

    February 19, 2025

    You can enter a Form 1099-R in the deluxe version of TurboTax. If you need to upgrade for some reason, you can do that within the program.

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