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Level 1
Jan 14, 2025 3:13 AM UTC
Question

Deluxe to premiere

Do I need the premier edition if I have RMDs or have mutual fund transactions?

    1 reply

    VolvoGirl
    Level 15
    Jan 14, 2025 3:59 AM UTC

    You can use Deluxe for 1099R RMD.   You can enter interest and dividends in Deluxe.   But if you have  Mutual Fund sales in a regular taxable account then you need Online Premium for sales.  Or any of the Desktop download programs.  All the Desktop programs have all the same forms.