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ryanmn1234
New Member

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?

 
2 Replies
VolvoGirl
Level 15

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?

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

dmertz
Level 15

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?

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.

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