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I had no taxable investment sales during the year (2017). I did have a direct Roth 401K rollover to a Roth IRA. Can I use Deluxe, or do I have to get Premier for that?

 
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LinaJ2018
Intuit Alumni

I had no taxable investment sales during the year (2017). I did have a direct Roth 401K rollover to a Roth IRA. Can I use Deluxe, or do I have to get Premier for that?

Yes, for a direct rollover, you can stay with TurboTax Deluxe.  No upgrade should be needed.

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LinaJ2018
Intuit Alumni

I had no taxable investment sales during the year (2017). I did have a direct Roth 401K rollover to a Roth IRA. Can I use Deluxe, or do I have to get Premier for that?

Yes, for a direct rollover, you can stay with TurboTax Deluxe.  No upgrade should be needed.

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