Directly below the words “Free Edition” there is a blue link that says “For simple tax returns only” If you click that link it brings up this information:
You can file with TurboTax Free Edition if you have a simple tax return.*
*A simple tax return is Form 1040 only.
Situations covered in TurboTax Free Edition include:
Situations not covered in TurboTax Free Edition include:
How does TurboTax make any money?
Customers with more complex tax situations will file with our paid TurboTax products that provide all the additional forms and guidance they need. We also offer additional benefits that go beyond filing your taxes, but they are optional and are not required to file simple taxes for free. We hope that, over time, as our customers with simple returns need more capabilities as their financial situations change (for example owning a home, having a child, managing investments), they have loved our products and services so much that they will choose our paid TurboTax offerings to prepare and file their returns.
Yes, the TurboTax Free online edition supports entry of a Form 1099-R.
Yes I saw this info. But there are others that indicate this is possible.
How do I get the authoritative answer?
Hmmmm One of you experts says yes and the other says no.... Which is it?
@jim-kozelka wrote:
Hmmmm One of you experts says yes and the other says no.... Which is it?
Go to this TurboTax website for the forms supported by the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp#tax-forms
@EmoBrianEno wrote:
…so the answer is a no then?
Yes, you can use a Form 1099-R with the TurboTax Free online edition, provided the withdrawal is not subject to the 10% early withdrawal penalty.
Yes, you can use TurboTax Free online to file Form 1099-R. If you go to the TurboTax website in @DoninGA post you will see that Form 1099-R is supported by TurboTax Free online