I had no taxable investment sales during the year (2017). I did have a direct Roth 401K rollover to a Roth IRA. Can I use Deluxe, or do I have to get Premier for that?
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1 Best answer
LinaJ2018
Intuit Alumni
Jun 6, 2019 9:59:55 AM
Yes, for a direct rollover, you can stay with TurboTax Deluxe. No upgrade should be needed.
1 Replies
LinaJ2018
Intuit Alumni
Jun 6, 2019 9:59:55 AM
Yes, for a direct rollover, you can stay with TurboTax Deluxe. No upgrade should be needed.