@RockFox wrote:
I bought Premier CD 2018 last year and it has a section to enter Investment Income (1099-B) info.
I bought Deluxe CD 2019 this year and installed it. I cannot find a section to enter Investment Income.
So that is why I am considering the $30 online upgrade to Premier.
So the CD allows 5 federal returns. The upgrade will upgrade the return I am working on. What I want to know is if the other 4 returns will also be upgraded to Premier automatically?
If not I will attempt to return the Deluxe package and purchase the Premier package.
To enter an investment sale from a brokerage account (1099-B), follow the steps below.
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Under Investment Income
- On Stocks, Mutual Funds, Bonds, Other, click the start or update button
Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales
When you upgrade the software using the desktop CD/Download editions, ALL tax returns you create will use the upgraded software. The software supports 5 free federal e-files regardless of which edition is used. Once 5 tax returns have been e-filed all further tax returns completed would have to be printed and mailed.
