“Is Deluxe the right Turbotax edition to use if we have to report interest earnied from CDs, dividends, annuity, social security, medical expenses, IRA RMDs,charity, & real estate taxes paid on primary and secondary homes? If not, which edition is correct?”
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All TurboTax CD/Download personal tax products include all the same forms but with different guidance for accuracy. TurboTax Deluxe will guide you through reporting your IRA but TurboTax Premier will provide our IRA tool should you need it. This will provide the benefit of extra retirement help using your IRA contributions to find your biggest tax breaks. If you have further questions, you can reach out to our support team on Facebook or Twitter.
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