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Retirement tax questions
Hello,
I have a question about the need of upgrading to Turbo Tax Deluxe. I received a pension/ Florida State retirement money (3000 dollars) and my 1099 R form. Even though it was from Florida State I received it when I was a NC resident. I was asked some questions on my tax return, like the income allocations and included it in my NC window. I was charged some extra tax, as the estimated tax was not enough, and that was perfectly fine. At the end, when I wanted to move to another step, Turbo Tax prompted me to purchase a Turbo Tax Deluxe version, since I had the 1099 R form and apparently I was in need to have it to file these taxes properly. I got very confused, since firstly: tax was adjusted and deducted from my refund, secondly, all was checked and showed as correct. Since my FSR money was only 3000 dollars do I have to really purchase this Deluxe version, or do I fit in the below deductible amount bracket?
Thank you