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Which turbotax version for investment income?
Do I need to use Premier to report investment income?
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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.
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What version of TT (CD or Download) included Schedule D. (Stocks & carry over losses)
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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.
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@Zagazig44 EVERY version of the desktop download software has all of the forms and all of the schedules, so you can prepare a Schedule D if you use ANY version of the download software. You just can get more help if you have Premier. If you use online TurboTax, you need Premium.
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What version of TurboTax do I need to import my investment data?
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@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.