You can still file for free using TurboTax if you have a 1099-R form, provided the withdrawal is not subject to the 10% early withdrawal penalty The TurboTax Free Edition supports the entry of Form 1099-R for distributions from pensions, annuities, retirement, etc However, if your 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 Form 5329, so you would need to upgrade to the Deluxe EditionOriginal Post

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If I have a 1099-r does that keep me from filing free?

Forum|Forum|1 year ago
March 23, 2025
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TurboTax Free Edition Online

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SabrinaD2

You can still file for free using TurboTax if you have a 1099-R form, provided the withdrawal is not subject to the 10% early withdrawal penalty

The TurboTax Free Edition supports the entry of Form 1099-R for distributions from pensions, annuities, retirement, etc
However, if your 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 Form 5329, so you would need to upgrade to the Deluxe Edition

Original Post