I'm a statutory W-2 employee with business expenses as a financial advisor, what version of Turbo tax should I use?

[ZFAMZ]

I'm a statutory W-2 employee, what version of Turbo tax should I use?

[DMarkM1 · Accepted solution]

Since you have expenses as a statutory employee, the TurboTax self-employed product is what you will need.  

[AmeliesUncle]

A financial advisor would not be a "Statutory Employee".  Is that box checked on your W-2?  If so, it might be an error.

https://www.irs.gov/businesses/small-businesses-self-employed/statutory-employees

[ZFAMZ]

Hi AmeliesUncle,

I am statutory--not an error.  Going from 1099 to statutory as an advisor (20+ years in the industry) was a major draw that helped me decide to move to Prudential.

Regards,

Brian