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Turbo Tax for ministyers

My wife is a retired minister whose income is her social security and housing allowance from her pension. For the pension she receives a 1099-R. My income is social security and benefits from IPERS, Iowa Public Employee Retirement System. For IPERS I receive a W-2. Since we live in Florida, we are not subject to state sales tax. What Turbo Tax product is best for us?

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1 Reply
MaryK4
Expert Alumni

Turbo Tax for ministyers

You should be able to qualify for a free return with just the SSA-1099 and 1099-Rs- with TurboTax Online, you can start for free and you will only be prompted to upgrade to a paid product if your specific situation requires- so do not get fancy and try to add itemized deductions unless you know you want to claim them.  If you have questions as you are doing the return, you can come back here and ask.

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