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Level 1
posted Mar 22, 2023 8:43:06 AM

I have a capital loss from the sale of mutual funds in 2022. Can I use turbotax deluxe to report this, or do I need premier?

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1 Replies
Level 15
Mar 22, 2023 8:46:59 AM

You will need the Premier online edition to report an investment sale.

 

To enter an investment sale -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B), click the start or update button


Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales