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New Member
posted Feb 20, 2025 7:26:39 AM

Which Version of TTax

My wife and I are retired with no income from employment. I've been doing my taxes with TT for several years. This year I will have an IRA distribution and a Roth Conversion. If I purchase the TTax Assisted version will I be able to get assistance (no additional cost) if required?

 

Also, how does the Assisted Version differ from Deluxe and Premier? Do all three versions include state filing?

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1 Replies
Expert Alumni
Feb 20, 2025 7:40:02 AM

You can Compare TurboTax online,  and find the right software. 

 

You can start for free, and it will prompt you if an upgrade is required.

Note: Do not choose [I want maximum deductions] unless you plan to itemize your deductions.

 

TurboTax [Live] Assisted 

 

Get unlimited help from tax experts, plus a final review before you file. Max refund and 100% accuracy, guaranteed.

Simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and student loan interest).