Does Turbo Tax charge an extra filing fee when you use a 1099 deferred vested benefit filing form after taking a lump sum payment from a former employer?

 

Retirement tax questions

A 1099R?  You can enter a 1099R into any version.

dmertz
Level 15

Retirement tax questions

Although probably not the case, you won't be able to use the online Free version if the distribution was an early distribution, the Form 1099-R includes code 1 in box 7 and you did not roll the entire distribution over to another retirement account.