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New Member
posted Feb 3, 2025 11:42:42 AM

What version of Turbotax?

I had been using the self-employed version, but I retired completely.  I have investments, pension, and social security.  Which version do I use?

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Expert Alumni
Feb 3, 2025 11:50:55 AM

If you have 1099-B tax forms for your investments, you still need the Premium version of TurboTax Online.   You can always start out in the Free edition and if you need to upgrade for your investments, you can at that time.  

 

How to downgrade in TurboTax Online

 

Tax Forms Included in each version of TurboTax Online