topic Can i file for free if i have 1099R ? in Retirement tax questions

Can i file for free if i have 1099R ?

bandlfrank — Mon, 23 Feb 2026 12:13:16 GMT

Re: Can i file for free if i have 1099R ?

TerukoL — Sat, 18 Feb 2023 18:00:02 GMT

If you have a simple tax return, you can file with TurboTax Free Edition, TurboTax Live Assisted Basic, or TurboTax Live Full Service Basic. A simple tax return is one that's filed using IRS Form 1040 only, without having to attach any forms or schedules. Only certain taxpayers are eligible.

Situations covered (assuming no added tax complexity):

W-2 income
Limited interest and dividend income reported on a 1099-INT or 1099-DIV
Hobby, personal property rental or personal item sales income reported on Form 1099-K
IRS standard deduction
Earned Income Tax Credit (EIC)
Child tax credits
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)

Please click the following links to learn more:

IRS Free File Program

Important offer details and disclosures

Re: Can i file for free if i have 1099R ?

robtm — Sat, 18 Feb 2023 18:23:51 GMT

please see the following requirements for filing free. It appears that you will need to use the deluxe version.

What qualifies as a simple tax return?

If you have a simple tax return, you can file for free with TurboTax Free Edition or TurboTax Live Assisted Basic. You can also file with TurboTax Live Full Service Basic at the listed price. A simple tax return is one that's filed using IRS Form 1040 only, without having to attach any forms or schedules. Only certain taxpayers are eligible.

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 (EITC)
Child tax credits
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)

If you don’t have a simple tax return, we have other paid options to file using TurboTax.

How does TurboTax make any money?

We want our customers to love our products and services. Because we have customers who pay for our premium products and services, we can offer simple tax filing. We offer additional paid benefits that go beyond filing your simple taxes for free, but they're optional.