topic Deluxe vs Basic Turbo Tax in Retirement tax questions

Deluxe vs Basic Turbo Tax

perkylzd — Mon, 23 Feb 2026 14:06:33 GMT

The last few years I purchased Deluxe DESKTOP Windows version of Turbo Tax, yet each year the program says I make our better with standard deduction than submitting my few deductions. This year my tax situation is not that much different. I had a small increase in pay, similar donations to good will and tithes. Should I go for the Basic version this year and save money? The only great purchase I paid for was a new roof, but it does not appear to be deductible (sad to say). Deluxe verses Basic. It doesn't appear I am eligible for the free version. Also, our state does NOT charge income tax, so I would not need any state forms.

Re: Deluxe vs Basic Turbo Tax

robtm — Sun, 26 Mar 2023 15:22:02 GMT

Go ahead and try the Free version. If TT finds you do not qualify it will advise you to update to Deluxe version.

Re: Deluxe vs Basic Turbo Tax

VolvoGirl — Sun, 26 Mar 2023 15:39:34 GMT

If you are asking about the Desktop CD/Download program you can use Basic. But be aware that Basic does not come with a state program download. You would have to buy state separate.

Compare Desktop versions

https://turbotax.intuit.com/personal-taxes/cd-download/