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New Member
posted Jun 6, 2019 6:23:50 AM

What version of TurboTax can include income from: Social Security (SSA-1099), Employment (W-2), Interest (1099-INT), Dividend (1099-DIV), IRA Distribution (1099-R)?

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2 Replies
Alumni
Jun 6, 2019 6:23:52 AM

All of those should work with Federal Free Edition as they can all be reported on a 1040A. (Indeed, I personally have an SSA-1099, 1099-INT, and 1099-R for disability pension; I also know the 1040A will accept a W-2 & 1099-DIV.) However, if you itemize deductions that requires a long-form 1040, which will bump you up to Deluxe (the lowest-level paid version of TurboTax Online).

If your income meets the guidelines, you may also want to consider Freedom Edition (at www.taxfreedom.com or thru IRS Free File), which will file a long form (and also a free state return). However, if you've already started your return on turbotax.com you will need to create a new TurboTax account for Freedom Edition due to IRS Free File guidelines.

Alumni
Jun 6, 2019 6:23:53 AM

Though the 1040A & 1040EZ were both eliminated for 2018, most of these forms are fileable on the new 1040 alone with no schedules, thus they can still be filed with the regular Free Edition as long as there are no other disqualifying issues. And any form can still be filed with Free File Edition (formerly Freedom Edition) if you meet the AGI or EITC limits.