@awachowiak02
Unfortunately...any 1099-B/8949 transactions that need to be reported using the "Online" software? That entry requires the use of Premier even if you only broke even or lost money...(or the SE version, but that costs even more $$).
I see your point about layered approach...but I suspect it just isn't workable. So I have 1000 day-trade transactions and made $10 total or maybe lost a few thousand?.....so I get to use the cheaper software with all the mess of forms taht might entail? Where does one draw the line?
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Most of us with years of experience will only use the Desktop software...The "Desktop" software will do your stock transaction sales in any version...Though desktop Deluxe is really the recommended minimum, since "Basic" never has one free state software set, such that Deluxe with one state is always cheaper.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
