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Get your taxes done using TurboTax
The version needed depends on what tax forms are required.....if the retired person had ANY investment, stock or bond sales, usually requiring a schedule D, then Online Premier would be required (or most any desktop version...though desktop Deluxe would be needed for anyone with a state to file). Even one share of stock sold would do it.
If no investment transactions during 2019, then there's no easy way for us other users to tell you why it happened, since we cannot see the tax file in question.......maybe farm income, rental property income, or sold their residence ?
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎October 21, 2020
3:17 PM