TomK
Expert Alumni

Retirement tax questions

If you only have Form 1099-DIV, Dividends and Distributions, then TurboTax Deluxe version is all you need.  

If you have any Form 1099-B, Proceeds from Broker Transactions, then you will need to upgrade to Premier.

Please see this TurboTax FAQ for more information aboutWhere do I enter 1099-DIV?”: https://ttlc.intuit.com/replies/5646867