topic I have a capital loss to carry forward, a RMD to report, Traditional/Roth IRA's to track, and Social Security earnings to report. Do I need to use the deluxe or premier? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/i-have-a-capital-loss-to-carry-forward-a-rmd-to-report-traditional-roth-ira-s-to-track-and-social/01/60272#M2975 Sat, 01 Jun 2019 01:42:09 GMT dave4720 2019-06-01T01:42:09Z I have a capital loss to carry forward, a RMD to report, Traditional/Roth IRA's to track, and Social Security earnings to report. Do I need to use the deluxe or premier? https://ttlc.intuit.com/community/retirement/discussion/i-have-a-capital-loss-to-carry-forward-a-rmd-to-report-traditional-roth-ira-s-to-track-and-social/01/60272#M2975 Sat, 01 Jun 2019 01:42:09 GMT https://ttlc.intuit.com/community/retirement/discussion/i-have-a-capital-loss-to-carry-forward-a-rmd-to-report-traditional-roth-ira-s-to-track-and-social/01/60272#M2975 dave4720 2019-06-01T01:42:09Z In the online world of TurboTax the major distinction bet... https://ttlc.intuit.com/community/retirement/discussion/in-the-online-world-of-turbotax-the-major-distinction-bet/01/60288#M2977 <P>In the online world of TurboTax the major distinction between Deluxe and Premier is that Premier can properly report the sale of securities (1099-B) while Deluxe cannot.&nbsp; If you didn't sell any securities out of an after-tax account then Deluxe should work for your situation.&nbsp; If, for whatever reason, you later decide you want/need to upgrade to Premier you can do that "on the fly", paying the price differential between the two products.</P><P>Tom Young<BR /></P> Sat, 01 Jun 2019 01:42:09 GMT https://ttlc.intuit.com/community/retirement/discussion/in-the-online-world-of-turbotax-the-major-distinction-bet/01/60288#M2977 TomYoung 2019-06-01T01:42:09Z