☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 25, 2025 8:07:14 PM

Turbotax free edition for 1099* forms

I got a W2, some stock sale/dividend related forms, like 1099-DIV, 1099-INT, 1099-B. Does this mean I should be able to use Turbotax Free edition for Federal and California state taxes? I do not see 1099 mentioned in the Free edition eligibility. Thanks

0 2 1789
2 Replies
Expert Alumni
Feb 25, 2025 8:22:43 PM

No.  You will need TurboTax Online Premium, since you have investments/stock sales on 1099-B.   You can use any version of the desktop software - higher versions have more guidance.   You can use the search tool linked here to see what forms are included with each TurboTax Online version.  

Level 10
Feb 25, 2025 8:31:53 PM

If you have stock sales (1099-B) you cannot use the free edition. You need the Premier edition.