I consulted until 12/30/2018. Now retired. What is the best turbotax product now that I am fully retired, with dividends, capital gains and Rmd's and no income,?

Level 15

Nov 1, 2019 9:29:03 AM

If you use the Online version you will need Premier to enter Capital Gains or Losses. If you buy the Desktop installed program any version will work. All the Desktop programs have the same forms. You just get more help and guidance in the higher versions.

Level 15

Nov 1, 2019 11:18:44 AM

If the only dividends and capital gains are those reported on Form 1099-DIV, the online Free Edition is probably be sufficient. Online Premier would be needed if there are capital gains or losses other than those reported on Form 1099-DIV.

You can start with a lower version of online TurboTax and TurboTax will prompt you to upgrade if your tax return requires a higher version.

Some people may qualify for the Free File Program (formerly Freedom Edition) regardless of the complexity of the tax return: https://turbotax.intuit.com/taxfreedom/

Level 7

Nov 3, 2019 8:04:10 PM

Did you have any assets of the business that you were depreciating?

https://turbotax.intuit.com/tax-tips/small-business-taxes/closing-a-business/L3pbEl8of

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I consulted until 12/30/2018. Now retired. What is the best turbotax product now that I am fully retired, with dividends, capital gains and Rmd's and no income,?