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pfirrincili
New Member

I retired 12/18 and SS started sending me money retroactive prior to my retirement date. I also had to transfer $ to activate my 401k. What turbotax product can I use?

 
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MichaelL1
Level 15

I retired 12/18 and SS started sending me money retroactive prior to my retirement date. I also had to transfer $ to activate my 401k. What turbotax product can I use?

Always start in the lowest product as you can always upgrade (but not downgrade).

Your information you entered is always there and goes right into the next product. You will most likely end up in Deluxe.

https://turbotax.intuit.com/personal-taxes/online/


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2 Replies
MichaelL1
Level 15

I retired 12/18 and SS started sending me money retroactive prior to my retirement date. I also had to transfer $ to activate my 401k. What turbotax product can I use?

Always start in the lowest product as you can always upgrade (but not downgrade).

Your information you entered is always there and goes right into the next product. You will most likely end up in Deluxe.

https://turbotax.intuit.com/personal-taxes/online/


View solution in original post

pfirrincili
New Member

I retired 12/18 and SS started sending me money retroactive prior to my retirement date. I also had to transfer $ to activate my 401k. What turbotax product can I use?

thank you!
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