DaveF1006
Expert Alumni

Get your taxes done using TurboTax

It depends on the investment income. if the investment income involves a little bit of interest or dividends, you may get by filing with a free version of Turbo Tax. If involving stock or bond sales reported on a 1099B, then you will need Turbo Tax Premier to file.

 

If your mother is under the filing threshold.  If the amount of her investment income and 1/2 of her social security is less then $14,250, she does not need to file.

 

@Ruth24

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