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New Member
posted Mar 6, 2024 12:08:55 PM

What version of Turbo Tax do I need for for 1040? I also will be using forms 1099 and 1098.

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2 Replies
Level 15
Mar 6, 2024 12:13:25 PM

A Form 1040 is the federal tax return, so all the TurboTax programs support a Form 1040.

Which Form 1099 and Form 1098 do you have?

 

The Form 1099 has almost two dozen different types, such as 1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, 1099-B, 1099-Q, 1099-R, 1099-C, etc.

The Form 1098 has three major types, Form 1098 for mortgage interest, Form 1098-T for education expenses and 1098-E for student loan interest paid.

Expert Alumni
Mar 6, 2024 12:16:24 PM

It depends on what 1099s you are referring to. If you have any 1099-B, 1099-NEC then you will likely  need TurboTax Online Self Employed or TurboTax Basic for Desktop for all forms you describe.  The link below will allow you to browse TurboTax Online and TurboTax Desktop.