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February 20, 2025
Question

Which Version of TTax

  • February 20, 2025
  • 1 reply
  • 0 views

My wife and I are retired with no income from employment. I've been doing my taxes with TT for several years. This year I will have an IRA distribution and a Roth Conversion. If I purchase the TTax Assisted version will I be able to get assistance (no additional cost) if required?

 

Also, how does the Assisted Version differ from Deluxe and Premier? Do all three versions include state filing?

    1 reply

    JohnB5677
    February 20, 2025

    You can Compare TurboTax online,  and find the right software. 

     

    You can start for free, and it will prompt you if an upgrade is required.

    Note: Do not choose [I want maximum deductions] unless you plan to itemize your deductions.

     

    TurboTax [Live] Assisted 

     

    Get unlimited help from tax experts, plus a final review before you file. Max refund and 100% accuracy, guaranteed.

    Simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and student loan interest). 

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