[Nords]

Quote:

Originally Posted by Geoffrey My tax preparer has retired.

It's always good to see a money person retire-- hopefully early-- and even more hopefully not because of what you've been paying them over the years!

Quote:

Originally Posted by Geoffrey Would TurboTax Basic serve my needs, or do I need to opt for the "Premier" edition as it is apparently tailored to those who have stocks, bonds, real estate, etc.

Basic, and maybe even online (free) filing. If you don't like TurboTax then find another software program-- it's largely a personal choice of the "tastes great, less filling" variety and once you save your data you may want to stick with the same program for a few years.

Premier has a ridiculously unecessary amount of hand-holding for stock & bond taxes. I buy it mostly for the real estate slog.