I have a small state pension income (less than $10,400/yr gross), interest income from bank accounts (less than $5,200), my Traditional IRA (all stock) partial conversion to a ROTH IRA (my own), and a tiny bonus check from my spouse's employer (less than $450) that was made out to my spouse who died in 2022 but that I need to claim as income for me.
I also inherited my spouse's 401(k)s and such, but I don't think I have to report any of that, and some of it has not been dealt with yet. I don't believe I have much of anything else that I can think of. I do not have any dependents and I am on Medicaid and COBRA currently, so I do have some medical premiums I pay. I have not decided whether to claim them on my taxes or whether to use my HSA to pay for them.
Which 2023 product would be best for me if I want the TurboTax CD so I can use it on both a MAC and a Windows computer? Do I need Premier because of the IRA conversion?
I used Home and Business last year, but don't have a business this year because it was my spouse's. I may have self-employment income in the future, if that matters.
