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

pontiaclipnisky · ‎January 29, 2024

TomK2023 · ‎January 29, 2024

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

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DoninGA · ‎January 29, 2024

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.

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