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

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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


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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?
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