mylesc3po
New Member

Do I need TurboTax Deluxe to file a 1099-Q?

Whenever I add my 1099-Q and attempt to file, I am told to upgrade to deluxe due to misc income. Just wanted to find out if deluxe is really needed. Last year, I did not get this error/message so I'm not sure why its happening now. Thanks!
Patrice
New Member

Retirement tax questions

Yes, you would have to upgrade because 1099-Q is not one of the tax forms that is included in the TurboTax Free Edition. However, it is included in Deluxe, Premier, Self-Employed and Home & Business.   (see attached screenshot)