Our IRA / ROTH IRA are a mix of stocks, mutual funds and ETFs. Cost basis, earnings and gains/losses aren't tracked for tax purposes. 2016 is the first year we have taken a distribution of any type.
Can I continue to use Deluxe for tax preparation or do I have to get Premier?
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Any of the TurboTax 2016 desktop CD/Download editions can be used to report a distribution from a tax deferred retirement account reported on a Form 1099-R. So you can continue to use the Deluxe desktop edition.
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