Thanks. Yes. It seems that the Deluxe can handle the conversion (in the retirement income section of 1099s), but it does not seem to track my IRA or Roth totals from years gone by.  It asks for me to enter numbers that were always entered in the past automatically. It also asked for $30 to upgrade to be able to do something further (perhaps that tracking) with the IRA stuff.  I am going back to Costco and upgrading. ... View more

Still unsure if MA wants to tax my Roth distribution.  Can’t see why, but tax laws are funny.  Maybe it has something to do with the fact that Mom died in 2018.   For the tradition IRA, she took and paid tax on the RMD in 2018.  I totally liquidated it in 2019 and owe Fed and MA tax on this.   For the Roth, no tax event in 2018.  I liquidated in 2019 after inheriting it.  As far as I can see there should be no taxes due on this money, Feedral or MA. ... View more

I will go back and try this, but what I did do follows.  Actually before I say what I did, it is relevant to state that I inherited both Roth and traditional IRAs. Both we fully liquidated before end of 2019. TT shows me owing tax on the traditional and not on the Roth (correct as I understand it). Mass shows me owing tax on both (incorrect as I understand it).  I went to forms: Massachusetts Form X - I found the line where the total of my 1099-Rs entries were noted. I subtracted the Roth distribution and now the line matched my IRS return. My tax owed in Mass changed. I figure this is sufficient. Not sure if I will get an error message from TT, though. ... View more

More info from PaulTaxes: 1099-R has code “T” in Box 7, indicating that the distribution is Roth. ... View more

I have the similar issue.  Mom had Roth IRA.  It was started before 2015 and She was 90 years old when she died in November 2018.  I inherited the Roth IRA in 2019. I am 70 years old. I’m not being taxed Fedrally, but even if I check the Qualified box in TT, Mass still seems to be taxing me on this distribution. ... View more

The Costco page clearly states: 5 Free Federal e-files. Includes One State Download Here’s the page.   TurboTax Home & Business Federal eFile & State Download 2019 PC (E-Delivery) ★★★★★ ★★★★★ 4.5 out of 5 stars. Read reviews for TurboTax Home & Business Federal eFile & State Download 2019 PC (E-Delivery) 4.5 ( 474 )   Item   1388384 Model   ITU-607330C-ESD Your Price 79.99 $   E-Delivery Features: Personal and Self-Employed Taxes Done Right Extra Guidance for Self-Employment & Business Deductions Up-to-Date with the Latest Tax Laws Boost Your Bottom Line with Industry-Specific Tax Deductions 5 Free Federal e-files. Includes One State Download     ... View more

My family bought a 5 return TT Home&Bus Download from Costco.  It is the PC version.  Return#1 used the link and key to download it to their PC.  Return#2 (a mac user) used this link https://turbotax.intuit.com/lp/ty19/desktop/access-my-downloads/ to get to a place where they had to enter their TT account, then they got to a link where they could enter the key and get the software.  I am Return#3 (also a Mac user) trying to download on to my computer. I cannot seem to find a place where I can get to download link that does not require a TT account entry.  I don’t know the accounts of the two prior users, but when I enter my TT account and try the key, it tells me that the key is assciated with anouther account. How can I get the software? ... View more

My family bought a 5 return TT Home&Bus from Costco.  It is a PC version.  Return#1 used the link and key to download it to their PC.  Return#2 (a mac user) used this link https://turbotax.intuit.com/lp/ty19/desktop/access-my-downloads/ to get to a place where they had to enter their TT account, then they got to a link where they could enter the key and get the software.  I am Return#3 (also a Mac user). I cannot seem to find a place where I can get to download link that does not require a TT account entry.  I don’t know the accounts of the two prior users, but when I enter my TT account and try the key, it tells me that the key is assciated with anouther account. How can I get the software? ... View more