Which turbotax version for investment income?

Forum|Forum|7 years ago
June 3, 2019
2 replies
3 views

Do I need to use Premier to report investment income?

TurboTax Deluxe Online

SweetieJean

Alumni - Champ

1099-INT? 1099-DIV? 1099-B?

gprichardson

Level 2

What version of TurboTax do I need to import my investment data?

DoninGA

Level 15

@gprichardson wrote:

What version of TurboTax do I need to import my investment data?

If you are using the TurboTax online web-based editions you will need the Premium online edition.

If you are using the TurboTax desktop editions installed on a personal computer, any of the editions can be used.

Irene2805

Level 15

If you have just interest and dividends (Schedule B) you can use any version of TurboTax. However, if you have capital gains/losses reported on a brokerage statement, requiring a Schedule D, you need TurboTax Premier (Online) or any version of TurboTax CD/Download.

maryacurtis

Level 2

We always purchase the download, so we can get by with Deluxe download if we still need a Schedule D? I don't have to purchase Premier?

Zagazig44

Level 2

To my knowledge TT Premier version is required (CD or Download) to get Schedule D. Schedule D is required to report stocks, capital gain or carry over capital loss.