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posted Jun 1, 2019 2:20:24 PM

I have an annuity, I'm NOT retired. I withdrew/sold the "Free Withdrawal Amount" from the Annuity. Do I need the Primeir version of TurboTax for that?

I have an annuity, I'm NOT retired. I withdrew/sold the "Free Withdrawal Amount" from the Annuity. Do I need the Primeir version of TurboTax for that?

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1 Replies
Level 15
Jun 1, 2019 2:20:25 PM

NO you do NOT ... ALL the downloaded versions can handle ALL tax situations ... you can ignore the blatant attempt to upgrade you if you wish.