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Retirement tax questions
All of those should work with Federal Free Edition as they can all be reported on a 1040A. (Indeed, I personally have an SSA-1099, 1099-INT, and 1099-R for disability pension; I also know the 1040A will accept a W-2 & 1099-DIV.) However, if you itemize deductions that requires a long-form 1040, which will bump you up to Deluxe (the lowest-level paid version of TurboTax Online).
If your income meets the guidelines, you may also want to consider Freedom Edition (at www.taxfreedom.com or thru IRS Free File), which will file a long form (and also a free state return). However, if you've already started your return on turbotax.com you will need to create a new TurboTax account for Freedom Edition due to IRS Free File guidelines.
If your income meets the guidelines, you may also want to consider Freedom Edition (at www.taxfreedom.com or thru IRS Free File), which will file a long form (and also a free state return). However, if you've already started your return on turbotax.com you will need to create a new TurboTax account for Freedom Edition due to IRS Free File guidelines.
‎June 6, 2019
6:23 AM