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Which version of software should I use? My wife and I are both 64 and retired last year. We have w-4 , Social Security and disbursements from ROTH and IRA accounts.

 
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Which version of software should I use? My wife and I are both 64 and retired last year. We have w-4 , Social Security and disbursements from ROTH and IRA accounts.

That income doesn't need any special forms.  And you mean W2 income not W4.  You can use Deluxe.  You will get a SSA-1099 for Social Security and 1099R for the IRA disbursements.  In fact you might even be able to use the Free Edition.   I would start in Free and it will tell you if you need to upgrade to enter something.  Or do you want to buy the Desktop CD/Download program?  You can use Deluxe.

 

See the Forms Chart for Online versions

https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp#tax-forms 

 

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

 

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