Solved: Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?
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New Member

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

A few years ago I tried Turbo Tax and was unable to see how to work it for a "Short Form." ?

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Level 15

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

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Level 8

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

New Member

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

Looking at last year...It appears that it is a "1040."
Level 15

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

Are you itemizing deductions?
New Member

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

My CPA has been (Now Retired)...Do I have to?
Level 15

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

You don't have to itemize deductions but if your CPA has been doing it then you may have a tax benefit from itemizing. If you itemize deductions, you must upgrade to Deluxe to do your tax return.
New Member

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

If you itemize, would it still be considered a "Short Form"?
Level 15

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

Itemized deductions can only be entered on form 1040 which is not the "short form". You should not be concerned about which form is used for your tax return. TurboTax chooses whichever form is needed for the information that needs to be entered on the tax return and automatically completes it based on your answers to interview questions.
New Member

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

As you all can see, I am not a Senior Tax Nerd.  I thank you for your kind responses and patients.
Level 15

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

🙂
Level 15

Is it difficult, or even possible, to use Turbo Tax when I have been using the "Short Form" for a number of "Retired" years?

Solved in comments.

View solution in original post

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