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Retirement tax questions
@Hal_Al wrote:
I think the investment income prevents him from using the free edition of TT.
If the 1099-DIV in the question is the son's only income, he should be able to use TurboTax Free Edition. The income is only dividends and capital gain distributions on the 1099-DIV. There are no capital gains that require Form 8949 or Schedule D. Everything will be reported directly on Form 1040.
‎February 21, 2022
7:53 AM
557 Views