Can I use TurboTax for bought and sold mutual funds that are handled by a broker in one investment account?

jul13dav1d · ‎April 5, 2020

HelenC12 · ‎April 6, 2020

Yes, you can. You may even be able to import your financial information into TurboTax.

TurboTax Premier has the extra guidance you need to accurately report your cost basis and investment income. Learn what else TurboTax Premier and TurboTax Live Premier have to offer.

If your adjusted gross income is $36,000 or less, you may qualify for the IRS Free File Program delivered by TurboTax .

It's geared towards lower-income filers, regardless of tax return complexity, and is only offered through the IRS Free File Alliance (FFA) program. No upgrades are available.

To see if you qualify, click on What is the IRS Free File Program delivered by TurboTax?

If you qualify, see How do I switch to IRS Free File Program delivered by TurboTax?

Source: TurboTax FAQ

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Can I use TurboTax for bought and sold mutual funds that are handled by a broker in one investment account?

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