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New Member
posted Jan 29, 2024 1:58:28 PM

If I have a 1099-R can I still file using free edition?

0 2 1895
2 Replies
Expert Alumni
Jan 29, 2024 2:04:41 PM

Yes.  TurboTax Free Edition supports Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.

Level 15
Jan 29, 2024 2:06:59 PM

Yes, the Free online edition supports entry of a Form 1099-R.  However, if you withdrawal has an exception, such as being an early withdrawal, there will be a 10% early withdrawal penalty and a Form 5329 will be included in the return.  The Free edition does not support a Form 5329 so you would need to upgrade to the Deluxe online edition.