Why am I being charged to file my return? it has a 1099-R with it?

swilliamson5633 · ‎June 6, 2019

AshleyRose · ‎June 6, 2019

Generally, you do not need to upgrade to file Form 1099-R - Distributions From Pensions, Annuities, Retirement, etc., as it is supported in all versions of TurboTax Online. However, there is an exception if your 1099-R has early withdrawal penalties, then it requires the TurboTax Deluxe version to report it on a Form 1040.

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AshleyRose · ‎June 6, 2019

Generally, you do not need to upgrade to file Form 1099-R - Distributions From Pensions, Annuities, Retirement, etc., as it is supported in all versions of TurboTax Online. However, there is an exception if your 1099-R has early withdrawal penalties, then it requires the TurboTax Deluxe version to report it on a Form 1040.