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pugshend
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What version of Turbo Tax should I use when I have a stock investment installment sale?

It appears Turbo Tax Deluxe is not geared to handle a stock investment installment sale, without the need to manipulate the program. Does Turbo Tax Premier, or other version work better as I need to manage the taxes on the installment sale for over four years?

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2 Replies

What version of Turbo Tax should I use when I have a stock investment installment sale?

First of all, see https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/how-to-report-install...

 

Also, for security transactions you will need to use TurboTax Premium if you're using an online version of TurboTax. Online Deluxe does not support this scenario.

What version of Turbo Tax should I use when I have a stock investment installment sale?

You need to use Online Premium or any of the Desktop installed programs.  All the Desktop programs have the same forms. You just get more help and guidance in the higher versions.   AND online is only open for a couple more days until Oct 15.  Then Online closes for new returns to get ready for next year.

 

Buy the personal Desktop CD/Download programs here

https://turbotax.intuit.com/personal-taxes/cd-download/

You need a full Windows or Mac computer to install it

 

 

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