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cang802
Level 1

Does TurboTax 2017 Deluxe include full support for investments such as stocks, bonds, and other investments that result in capital gains/losses?

Hi, I recently purchased TurboTax Deluxe 2017 and was wondering whether it includes support for investments such as stocks, bonds, and other investments subject to capital gains or losses. 

This answer seems to suggest that it is supported.

https://ttlc.intuit.com/questions/4147076-will-deluxe-2017-handle-mutual-fund-sales

However, the case included with the retail version seems to suggest that this feature is only available with TurboTax Premier. This page seems to suggest the same, indicating that "additional help" for investment sales is provided only in the Premier version.

https://ttlc.intuit.com/questions/4139429-with-2017-turbotax-deluxe-does-it-support-investments-sale...

To what degree are investment sales supported? Am I able to import my brokerage account information or will I have to enter each security manually?

Sorry if I'm asking the same question, but I don't want to risk opening my retail package and find out that it is useless, lol.

Thanks!

1 Best answer

Accepted Solutions
VolvoGirl
Level 15

Does TurboTax 2017 Deluxe include full support for investments such as stocks, bonds, and other investments that result in capital gains/losses?

Yes the Desktop Deluxe version has that and can import investments.

The Online web Deluxe version won't.

View solution in original post

3 Replies
VolvoGirl
Level 15

Does TurboTax 2017 Deluxe include full support for investments such as stocks, bonds, and other investments that result in capital gains/losses?

Yes the Desktop Deluxe version has that and can import investments.

The Online web Deluxe version won't.

johnjlac
New Member

Does TurboTax 2017 Deluxe include full support for investments such as stocks, bonds, and other investments that result in capital gains/losses?

I am using TT Deluxe Desktop 2017.45.12.387 and Quicken Deluxe R5.15; both are up to date (as of 2/4/2018) and I can't seem to find a way to import stock/mutual fund sales from Q to TT.
johnjlac
New Member

Does TurboTax 2017 Deluxe include full support for investments such as stocks, bonds, and other investments that result in capital gains/losses?

While I have been successful in previous years, I have not been successful this year with TT Deluxe Desktop 2017.45.12.387 and Quicken Deluxe 2018 R5.15; both indicating up to date versions as of 2/4/2018. So far I have not been able to find menus or instructions on the process.

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