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fayeviv
New Member

I have a 1099-R form and a SSI Disability form to file and im not getting refund back how can i file that for free with TurboTax

 
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2 Replies

I have a 1099-R form and a SSI Disability form to file and im not getting refund back how can i file that for free with TurboTax

You should be able to use the Free online edition with the Form 1099-R and the Form SSA-1099

 

To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

AmyC
Employee Tax Expert

I have a 1099-R form and a SSI Disability form to file and im not getting refund back how can i file that for free with TurboTax

You can see if you qualify for FreeFile delivered by Intuit TurboTax.

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