345826
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

If I have a 1099-R to file, do I have to purchase the Deluxe package? When I entered the information, that seemed to be the response but it wasn't necassarily clear.

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MichaelDC
New Member

If I have a 1099-R to file, do I have to purchase the Deluxe package? When I entered the information, that seemed to be the response but it wasn't necassarily clear.

TurboTax Free Edition should handle your 1099-R unless it involves a complexity like a premature distribution before age 59-1/2. If that's the case, you're right...TurboTax Deluxe would be needed to use Form 5329.

https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp

If you have any other details regarding this question, please feel free to post them in the comment section. 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question