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Jake743
New Member

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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‎February 3, 2025 11:42 AM
last updated ‎February 03, 2025 11:42 AM
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DawnC
Employee Tax Expert
Employee Tax Expert

What version of Turbotax?

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

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‎February 3, 2025 11:50 AM
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