Which TurboTax software should I use? My wife and I are filing jointly for the first time. We have mortgage interest to claim, an annuity, and four W-2s.

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Start with the TurboTax Deluxe version. If you have forms or a tax situation not supported by Deluxe, TurboTax will ask you to upgrade to a higher version.

Typically, if you have tax situations like a mortgage, charitable donations, medical expenses, and other itemized deductions like the student loan interest deduction, then TurboTax Deluxe is right for you!

You can also get CPA or EA advice along the way and a final review of your return before filing with TurboTax Online Live Deluxe.

With over 350 deductions and credits supported, Deluxe is our most popular TurboTax product. Learn what TurboTax Deluxe and TurboTax Live Deluxe have to offer.

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