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?

cefinkjr · ‎February 20, 2023

DavidD66 · ‎February 20, 2023

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.

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DavidD66 · ‎February 20, 2023

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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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?