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Level 2
posted Jan 7, 2024 6:55:21 AM

Which Turbo Tax?

Hello,

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

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3 Replies
Level 15
Jan 7, 2024 7:12:37 AM

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.  

Level 2
Jan 7, 2024 9:29:45 AM

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

Level 15
Jan 7, 2024 9:34:56 AM

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.