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New Member
posted Jun 1, 2019 2:49:31 AM

Retired no w2 no w2, collecting social security and have bond income with a brokerage house. which version do i need for fed and state?

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1 Replies
New Member
Jun 1, 2019 2:49:33 AM

You can prepare your tax return using Turbo Tax Deluxe as long as your bond income is interest income and not capital gains or losses from sales. If you have capital gains or losses to report, you will need to use Turbo Tax Premier.

Start using Turbo Tax Deluxe, if you need to upgrade, you can do it without loosing the information that you have already entered.