if i file a 1099R can i use the free turbo tax it is saying I need to get deluxe version?

willowylom · ‎March 11, 2025

RachelW33 · ‎March 11, 2025

Yes, if your only income is from a 1099-R, you can definitely use the TurboTax Online Free Edition.

If you have other types of forms, you may need to upgrade depending on what they are. Please go here for a comparison of the TurboTax Online Products and what forms are included with each (scroll down towards the bottom of the page): TurboTax Online Product Comparison

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

mesquitebean · ‎March 11, 2025

Or did you have an early distribution on your Form 1099R, which would require the use of Form 5329 to figure a penalty, which is not in Free Edition?

Expert does your taxes

Do it yourself

Resources

Support

if i file a 1099R can i use the free turbo tax it is saying I need to get deluxe version?