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Taxrookie1847
Level 2
Jan 7, 2024 2:55 PM UTC
Question

Which Turbo Tax?

Hello,

I retired last year.  Which Turbo Tax is best for the situation (e.g. I had 401K moved to IRA).

    3 replies

    VolvoGirl
    VolvoGirl
    Level 15
    Jan 7, 2024 3:12 PM UTC

    You might be able to enter that in the Online Free Edition.  I would start there.  It may want you to upgrade to Deluxe.  You will get a 1099R for the rollover to IRA.  

      Taxrookie1847Author
      Level 2
      Jan 7, 2024 5:29 PM UTC

      So is Deluxe good enough or should I consider getting Premier?

      VolvoGirl
      VolvoGirl
      Level 15
      Jan 7, 2024 5:34 PM UTC

      Depends what other income you have.  Deluxe should work.  If you are buying the Desktop CD/Download program then all versions have the same forms so Deluxe will work for everything.  

       

      For Online you might need to use Premium if you have any investment sales, rental income, self employment, etc.  

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