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Level 3

Which version of Turbo tax to use?

I used the CD version of Delux last year and was able to download investment income from by broker.  The description for the current 2018 Delux version seems to suggest that I can no longer do that with this version, but I suspect I can.  Can you confirm if downloading 1099 info from major brokerage firms is still a feature with the Delux version for 2018.

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Employee Tax Expert

Which version of Turbo tax to use?

Yes, you are correct. The CD/download Deluxe version can still import 1099 forms from the broker, providing the broker is in our TurboTax Partner Program.