Investors & landlords

DawnC · ‎March 12, 2025

You can use Deluxe to enter a capital loss carryover IF you are using the desktop product. If you use TurboTax Online, you would be automatically upgraded to Premium if you enter any investment income, including capital loss carryovers.

So, if you are using the desktop product, you are fine using Deluxe. You may see an offer to upgrade, but you can say NO and continue in Deluxe. See screen image of Desktop Deluxe below. @megasept

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