Why am I being forced to upgrade to assisted premium because of sold stock, bonds, or mutual funds? I did a rollover from a Traditional 401k to an IRA Roth.

posted

No, you don't have to accept the upgrade to assisted premium offered to complete your return. You will need at least Deluxe to report stock transactions though, not the free program.

Here's more info on Why do I have to Upgrade? and How to Downgrade and Start Over.

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In 2024 I did the "once in a lifetime" transfer or rollover from a traditional IRA to my HSA. This should be tax-free. How do I indicate this in Deluxe?

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Why am I being forced to upgrade to assisted premium because of sold stock, bonds, or mutual funds? I did a rollover from a Traditional 401k to an IRA Roth.

Why am I being forced to upgrade to assisted premium because of sold stock, bonds, or mutual funds? I did a rollover from a Traditional 401k to an IRA Roth.

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Why am I being forced to upgrade to assisted premium because of sold stock, bonds, or mutual funds? I did a rollover from a Traditional 401k to an IRA Roth.

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Why am I being forced to upgrade to assisted premium because of sold stock, bonds, or mutual funds? I did a rollover from a Traditional 401k to an IRA Roth.

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