Last year I was interrupted while filing, told I had to upgrade to Premier to continue. I was using Standard version as I have for many years. No new forms. Why?

If my wife has a small pension payment from the U.S., will the Standard version still handle that?

2983

Level 5

Apr 23, 2024 6:12:02 PM

Are you using TurboTax Online or TurboTax CD/Download?

If you are using TurboTax Online you will need to upgrade to Premier to report U.S. pension on your wife's tax return.

Thank you for choosing TurboTax.

New Member

Apr 26, 2024 4:34:37 PM

You had answered: "Are you using TurboTax Online or TurboTax CD/Download?

If you are using TurboTax Online you will need to upgrade to Premier to report U.S. pension on your wife's tax return."

If I was using Turbo Tax CD/Download, would I still need the Premier version to report my wife's U.S. pension? I'm trying to understand why I was able to file using the Standard version in previous years, while claiming the U.S. pension, with no problem.

Thanks

Moderator

Apr 27, 2024 4:17:11 PM

@bbonikowsky While we recommend using TurboTax Premier CD/Download to report foreign income, you can use any version of TurboTax CD/Download, as they all have the same forms.

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Last year I was interrupted while filing, told I had to upgrade to Premier to continue. I was using Standard version as I have for many years. No new forms. Why?