Can I use Turbo Tax Free Edition if my income is mil retirement (1099-r) and social security (SSA 1099)?

[SteamTrain · Accepted solution]

Yes if :

1)  You did not have something carryover form last year that requires a higher version.  Like what?  A state refund last year and you used the state taxes paid as an itemized deduction last year.  Capital loss carryover?  something like that.

2)  You don't have something else that requires a higher version....like what?  Many things....one common thing..Year-end distributions from Mutual Funds commonly have a 1099-DIV with Capital Gains (boxes 2a,b,c,d)….and that requires Online Premier.