topic Which Turbo Tax? in Retirement tax questions

Which Turbo Tax?

Taxrookie1847 — Tue, 10 Feb 2026 10:14:12 GMT

Hello,

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

Re: Which Turbo Tax?

VolvoGirl — Sun, 07 Jan 2024 15:12:37 GMT

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.

Re: Which Turbo Tax?

Taxrookie1847 — Sun, 07 Jan 2024 17:29:45 GMT

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

Re: Which Turbo Tax?

VolvoGirl — Sun, 07 Jan 2024 17:34:56 GMT

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.