DavidD66
Expert Alumni

Get your taxes done using TurboTax

If your investing income is limited to interest and dividends, then yes, you can use TurboTax Deluxe and download information from your financial institution.  If you have capital gains/losses and need to file Schedule D, you will need to use TurboTax Premier.  With Premier you will be able to download information for dividends, interest, and sales and purchases of stocks, bonds, mutual funds, etc.

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