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New Member
posted Mar 9, 2025 10:45:54 AM

I have a ss w-2 and also a 1099R form, will I qualify for the free edition?

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1 Replies
Expert Alumni
Mar 9, 2025 10:57:28 AM

Yes, TurboTax free edition will include a W-2 and a 1099-R

 

The Free edition is for very simple tax returns. 

You can start for free; however, if the software requires more advanced features, there will be an additional charge.

 

Situations covered (assuming no added tax complexity):

  • W-2 income
  • 1099-R
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

Situations not covered:

  • Itemized deductions claimed on Schedule A
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income
  • Stock sales (including crypto investments)
  • Rental property income
  • Credits, deductions and income reported on other forms or schedules

Select [Start for Free] on the TurboTax Website.