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New Member
posted Feb 20, 2023 4:32:03 PM

We are a retired couple filing jointly with income from SocSec, small pensions, and oil & gas royalties on property in West Virginia. What version of TurboTax is needed?

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1 Best answer
Expert Alumni
Feb 20, 2023 5:01:45 PM

You should use TurboTax Deluxe.  If you were to have something in your return that Deluxe can't handle (such as a 1099-B for an investment sale), you can upgrade to Premier while working on your return.

1 Replies
Expert Alumni
Feb 20, 2023 5:01:45 PM

You should use TurboTax Deluxe.  If you were to have something in your return that Deluxe can't handle (such as a 1099-B for an investment sale), you can upgrade to Premier while working on your return.