I have used TT DELUXE for several years and have had no problems using the application and electronically filing my Federal return. It was also a simple matter to print out the required pages for the mailing of my state (PA) tax return.
However, in 2023, I sold the two remaining mutual funds in my brokerage account. They were both US based funds and each had long term and short term losses.
I hope that someone in the forum can answer the following questions:
- Will TT DELUXE handle the sale of the funds without a problem? If not, what TT DELUXE forms do I need to fill out in order to support the sale of the funds?
- Will the results of the extra forms be automatically transferred to the IRS 1040 form or will I need to manually update the 1040?
- Will any of the above create an issue that prevents me from electronically filing the Federal return?
Thanks in advance for your support!
