I haven't sold stock, bonds, or mutual funds. I am being asked to upgrade to Turbo Tax Premium. How to handle this?

I have Turbo tax deluxe.

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3 Replies

Are you certain you answered the questions correctly?

Perhaps go back through the interview and review the questions for accuracy.

Did you get any 1099Misc 1099NEC or K-1 forms or have self employment income or rental? Those can all need Premier too.

Or did you have a carryover loss from 2022? Did you sell anything in 2022 or prior?

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