turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

greglobs
New Member

One W2, One Roth IRA disbursement, Medicare for the HCA, and two figures to enter for carry forward capital losses. What version of Turbo Tax do I need?

Federal return, no state.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

One W2, One Roth IRA disbursement, Medicare for the HCA, and two figures to enter for carry forward capital losses. What version of Turbo Tax do I need?

As long as you don't have capital gain and losses (in addition to carryover capital gains and losses) TurboTax Deluxe should work fine for you. 

Nice thing with TurboTax is start with lowest version and if needed can always upgrade.  

View solution in original post

1 Reply

One W2, One Roth IRA disbursement, Medicare for the HCA, and two figures to enter for carry forward capital losses. What version of Turbo Tax do I need?

As long as you don't have capital gain and losses (in addition to carryover capital gains and losses) TurboTax Deluxe should work fine for you. 

Nice thing with TurboTax is start with lowest version and if needed can always upgrade.  

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question