topic The main functional difference between online Premier and... in Retirement tax questions

Which TurboTax to report a normal IRA distribution?

pschwab570 — Sat, 01 Jun 2019 01:52:59 GMT

Our IRA / ROTH IRA are a mix of stocks, mutual funds and ETFs. Cost basis, earnings and gains/losses aren't tracked for tax purposes. 2016 is the first year we have taken a distribution of any type.

Can I continue to use Deluxe for tax preparation or do I have to get Premier?

Any of the TurboTax 2016 desktop CD/Download editions can...

DoninGA — Sat, 01 Jun 2019 01:53:02 GMT

Any of the TurboTax 2016 desktop CD/Download editions can be used to report a distribution from a tax deferred retirement account reported on a Form 1099-R. So you can continue to use the Deluxe desktop edition.

And you can enter a 1099R into all the Online internet ve...

VolvoGirl — Sat, 01 Jun 2019 01:53:04 GMT

And you can enter a 1099R into all the Online internet versions including the Free Edition.

The main functional difference between online Premier and...

TomYoung — Sat, 01 Jun 2019 01:53:05 GMT

The main functional difference between online Premier and Deluxe is that Premier supports the sale of securities while Deluxe does not. If you have no security sales from after-tax accounts I see no benefit to moving up to Premier.