What versions to use? Married couple - one with simple taxes, the other self-employed & with a T4

[fleetwoodmacbaby]

Hi, I have simple taxes (although this year I have to include what I paid back for the HBP program), but my husband is self-employed and his taxes are more complex (plus he has a T4 for a second job of his).

I'm just wondering what versions we should be choosing. Do we each need a different version, or do we choose one and both use it? We have never used TurboTax before. Thank you.

[TurboTaxKim · Accepted solution]

You can use any version to prepare your tax return with Self-Employed income, even Free! When you prepare your tax returns together though, if one spouse is filing using the Self-Employed version of TurboTax Online, the other spouse's return is added on to that version of TurboTax and charged the same amount.

You can always do a "test drive" and start with a lower version, then if you would like more guidance, you can upgrade and your information will carry over to the upgraded version. Just remember you cannot "downgrade" back to the lower version.  

Here's a link to the complete TurboTax line-up: https://bit.ly/2kmewB8

[fleetwoodmacbaby]

This is very helpful - thank you!