turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Which versions of turbo tax include entry of 1099-R data?

The free version of turbo tax includes entry of 100-INT and 1099-DIV data. Does it also include entry of 1099-R data?
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies
HeatherPLO
Intuit Alumni

Which versions of turbo tax include entry of 1099-R data?

The following is considered a simple tax return for free tax filing: 

 

Situations covered (assuming no added tax complexity):

  • W-2 income
  • Limited interest and dividend income reported on a 1099-INT or 1099-DIV
  • IRS standard deduction
  • Earned Income Tax Credit (EIC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

Situations not covered:

  • Itemized deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income
  • Stock sales
  • Rental property income
  • Credits, deductions, and income reported on other forms or schedules (for example, income related to crypto investments).
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Which versions of turbo tax include entry of 1099-R data?

Yes you can enter a 1099R in all versions.

iamkgonzales
Returning Member

Which versions of turbo tax include entry of 1099-R data?

On the site it said you can enter on any version . Mine was not an early withdrawal.

AmyC
Expert Alumni

Which versions of turbo tax include entry of 1099-R data?

A 1099-R is income reported on other forms and not part of the free edition. You can enter the 1099-R  in any version. The program will prompt you to upgrade your program, if needed.

 

See here for free online information.

@iamkgonzales 

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

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies