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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

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

Are you certain you answered the questions correctly?

 

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

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

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

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

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

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