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

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

We are retired and only have small income, social security and pension payments plus a mandatory 401k withdrawal, can we use the free turbo?

who qualifies for free turbo tax?  we have little part time income, social security and pension plans, plus a mandatory 401k withdrawal.  We are both 72

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.

2 Replies
KarenJ
Intuit Alumni

We are retired and only have small income, social security and pension payments plus a mandatory 401k withdrawal, can we use the free turbo?

You should be able to use the Free version of TurboTax by your description of your situation.

If not, there is another free version called FREEDOM Edition.

The FREEDOM Edition (not to be confused with the regular Free Edition) has free Federal preparation AND free State preparation. There is no efiling fee. 

The Freedom Edition is more fully-featured than the regular Free Edition.  The Freedom Edition can prepare Schedule A, C, D, E, F and enter K-1 that the Free Edition cannot. .

For Freedom Edition a user needs to meet only ONE of these qualifications: 

  •  AGI of $33,000 or less
  •  or active duty military (including Reservists and National Guard) with a military-issued W-2 and a 2017 AGI of $66,000 or less
  •  or eligible for the Earned Income Credit (EIC aka EITC).

The FREEDOM Edition is located at the following site:

https://turbotax.intuit.com/taxfreedom


We are retired and only have small income, social security and pension payments plus a mandatory 401k withdrawal, can we use the free turbo?

Does the free turbo tax also file the state tax return?
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies