1099R

Can a 1099R be entered in the TurboTax free edition?

posted

Yes, a 1099-R can be entered in the TurboTax free edition.

Please go to this TurboTax website, scroll down, click on the Tax Forms Tab to see what forms are included with the Free, Deluxe, and Premium editions of TurboTax Online.

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In the 2023 tax had excess contribution. Got 1099R. Line#1 $5777.66 Line#2 $1517.66. Excess removed b4 the tax deadline. Is Form 5329 required to report $1518

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