You'll need to sign in or create an account to connect with an expert.
If the Robo-Advisors were just working within the ROTH account, then the cheapest "Free" version would work....but using the Free version would then depend on what else you did during the year to earn $$.
IF the Robo-advisors were working in a normal taxable account, and any sales transactions occurred, then the minimum software you could use is the Premier version in the "Online" software........(or any version of the "Desktop" software used on a full MAC or Windows computer...though Deluxe should be the minimum used there)
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
latefiler5
Level 1
shirleyzeng
Returning Member
mwcondry
Level 2
drsmylie
New Member
GlennPotts
Returning Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.