Solved: What product should a retired person with ss income and own home with taxes file with modest RMD
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grandbabies5sofa
New Member

What product should a retired person with ss income and own home with taxes file with modest RMD

 
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Accepted Solutions
GeoffreyG
New Member

What product should a retired person with ss income and own home with taxes file with modest RMD

TurboTax Deluxe online (the web-based version over the internet) certainly can be used to complete both a federal and state tax return (if applicable) with the items of income you specify.  It is also the least expensive (paid) version of the TurboTax software that we offer.

The Deluxe program will easily handle Social Security income, itemized deductions related to home ownership (e.g. property taxes, mortgage interest), as well as all types of retirement and pension income (Required Minimum Distributions, and otherwise).

TurboTax Deluxe is, in fact, our most popular TurboTax offering (by volume).  It comes in a desktop version as well, that you would need to install on your own personal computer, either through a CD-ROM disc or an internet download file.  TurboTax Deluxe online, by contrast, is an entirely internet-based program that runs over our website.  For that, you only need to be able to connect to the internet, as nothing needs to be installed separately on your computer.

In addition, here a pair of TurboTax product offering websites to help you decide between our various offerings:

https://turbotax.intuit.com/personal-taxes/compare/online/

https://turbotax.intuit.com/personal-taxes/compare/desktop/


In addition, you are welcome to speak with a live sales agent, who can answer more of your questions.  If you wish, please feel free to contact us and ask for the "Shop & Buy" department, or for "TurboTax Version Selection."  We would be happy to help you.  Here is a link where you can create a support ticket and reach us:

https://support.turbotax.intuit.com/contact/

Thank you for asking this question, and for your interest in TurboTax.

View solution in original post

3 Replies
GeoffreyG
New Member

What product should a retired person with ss income and own home with taxes file with modest RMD

TurboTax Deluxe online (the web-based version over the internet) certainly can be used to complete both a federal and state tax return (if applicable) with the items of income you specify.  It is also the least expensive (paid) version of the TurboTax software that we offer.

The Deluxe program will easily handle Social Security income, itemized deductions related to home ownership (e.g. property taxes, mortgage interest), as well as all types of retirement and pension income (Required Minimum Distributions, and otherwise).

TurboTax Deluxe is, in fact, our most popular TurboTax offering (by volume).  It comes in a desktop version as well, that you would need to install on your own personal computer, either through a CD-ROM disc or an internet download file.  TurboTax Deluxe online, by contrast, is an entirely internet-based program that runs over our website.  For that, you only need to be able to connect to the internet, as nothing needs to be installed separately on your computer.

In addition, here a pair of TurboTax product offering websites to help you decide between our various offerings:

https://turbotax.intuit.com/personal-taxes/compare/online/

https://turbotax.intuit.com/personal-taxes/compare/desktop/


In addition, you are welcome to speak with a live sales agent, who can answer more of your questions.  If you wish, please feel free to contact us and ask for the "Shop & Buy" department, or for "TurboTax Version Selection."  We would be happy to help you.  Here is a link where you can create a support ticket and reach us:

https://support.turbotax.intuit.com/contact/

Thank you for asking this question, and for your interest in TurboTax.

View solution in original post

FCW1425
New Member

What product should a retired person with ss income and own home with taxes file with modest RMD

Where  in Deluxe do  I enter Social Security.  I don't see SSA-1099-SM

DoninGA
Level 15

What product should a retired person with ss income and own home with taxes file with modest RMD

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

 

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

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