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We just have W-2 income, social security income, interest income and 1099-Rs. We don't need review by a CPA. What product can we use?

 
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LinaJ2018
Intuit Alumni

We just have W-2 income, social security income, interest income and 1099-Rs. We don't need review by a CPA. What product can we use?

Based on your information, you can simply use the TurboTax free edition to file.  However, on some occasions, you might be prompted to an upgrade ( as you start entering the information) For example, depending on the code in box 7 on your Form 1099-R, you might need a different form which the free edition will not support.  Just follow the prompts in the free edition program, you will be prompted to the next level of the product if that's the case. 

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1 Reply
LinaJ2018
Intuit Alumni

We just have W-2 income, social security income, interest income and 1099-Rs. We don't need review by a CPA. What product can we use?

Based on your information, you can simply use the TurboTax free edition to file.  However, on some occasions, you might be prompted to an upgrade ( as you start entering the information) For example, depending on the code in box 7 on your Form 1099-R, you might need a different form which the free edition will not support.  Just follow the prompts in the free edition program, you will be prompted to the next level of the product if that's the case. 

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