full service tax return

Forum|Forum|5 years ago
March 26, 2021
1 reply
1 view

Hello,

My wife and I file jointly. I no longer have any business income. We are both retired receiving social security. My wife also has a pension she receives from a hospital she retired from as a nurse. We have about $60,000.00 in cash savings and less than a $1,000.00 in stock that pay dividends less than $200.00 per year.

I would like full service but not sure which plan is best. Please advise.

Regards,

Laurence [PII Removed]

CarissaM

Level 15

Please note your personal information has been removed as this is a public forum.

You can learn more on the full service option here.

It would be best to start here with full service basic.

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LRSalameyAuthor

Level 2

Can you answer the question?

Thanks

sls50211

Level 9

You should be able to use the Live Basic Full Service product as long as you did not sell any stock. Based on your input, the forms you have are 1099-R, SSA-1099, 1099-INT, and 1099-Div.

Click here for a link that indicates forms and TurboTax Service Levels.