TaxT2021
Employee Tax Expert

Retirement tax questions

Hi Bob,

 

Congratulations on your retirement.  Have a ball!

 

If you have no self-employment income to report for 2021 and will not require the Self-Employed version of TurboTax Live here are the specifics:

  1. The program will not automatically know that you are no longer self-employed
  2. When you log in you will see this page:
    1. That's a big head start toward getting your maximum refund!

      Don't worry—we'll help you update anything that's changed.
    2. Then you will see this screen:
      1. Tell us about you – we’ll recommend the right tax solution

Once those questions are addressed you can set the program up to those attributes that fit you!

 

Thank you for using this forum.

 

All the best!

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