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fox2157
New Member

Can I use DELUXE for bond and stock sales?

Online says DELUXE handles handle investments, stocks, bonds, but the packaging says it does not and that I need to use PREMIER for investments, stocks etc.  Can I use DELUXE for bond and stock sales?


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2 Replies

Can I use DELUXE for bond and stock sales?

Unfortunately, no - Deluxe does not support Schedule D where you report sales of Investments.

See this:

TurboTax Versions Online Offerings

ONLINE PRICES AS OF 2/12/2016

  1. IRS Free File for Maximum of $62,000 Income
    Entry Point https://www.irs.gov/uac/Free-File:-Do-Your-Federal-Taxes-for-Free 
    provides selection of https://apps.irs.gov/app/freeFile/jsp/index.jsp?ck
    Thirteen Online offerings, Eleven qualify at $62,000 or less
    TurboTax All Free qualify @ $31,000 or less; or if military $62,000 or less
    just to confuse, TurboTax All Free then becomes TurboTax Freedom Edition
                                    
     https://turbotax.intuit.com/taxfreedom/
    includes Free all states, if qualify, per above, else prompts to $0 - $80 fees
    Includes 1040, 1040A, 1040EZ, Schedules A, B, C, D, E, EIC, F, H, J, K-1, SE, R, 1040-ES
                   1098-E/T, 1099--A/C/DIV/INT/G/MISC/OID/Q/R/S, plus many subsidiary forms

  2. TurboTax Federal Free Edition    https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp
    Includes ONLY 1040A, 1040EZ, Schedules  B,  EIC,  1040-ES
                   1098-E/T, 1099--DIV/INT/G/OID/R plus some subsidiary forms
    May include Free State via Absolute Zero  https://turbotax.intuit.com/modals/absolutezero/
    Qualify if income < $100,000, no home, no Capital Gain/Loss, No medical Expenses, No business
    NO Itemized Deductions - Standard Deduction only
     
  3. TurboTax Deluxe   https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp  $28 
    Free Federal eFile;  State  $37   TOTAL = $65
    Includes 1040, 1040A, 1040EZ, Schedules A, B, EIC, 1040-ES
                   1098-E/T, 1099--A/C/DIV/INT/G/MISC [but No Schedule C or SE!] /OID/ plus many subsidiary forms

  4. TurboTax Premier   https://turbotax.intuit.com/personal-taxes/online/premier.jsp  $55 
    Free Federal eFile;  State  $37   TOTAL = $93
    Includes 1040, 1040A, 1040EZ, Schedules A, B, D, E, EIC,  K-1,  1040-ES
                   1098-E/T, 1099--A/C/DIV/INT/G/MISC [Not Sched C/SE!] /OID/Q/R/S, plus many subsidiary forms
If this posted response is useful to you, please click on the upraised hand in the lower left of this post. Thank you. Scruffy Curmudgeon--PFFM/ IAFF, retired FireFighter/Paramedic - Locals 718/30, Veteran USAR O3 AIS/ASA '65-'67


NOT INTUIT EMPLOYEE
USAR 64-67 AIS/ASA MOS 9301 - O3

- Just donating my time
**Say Thanks by clicking the thumb icon in the lower left corner -it means nothing but makes those than answer feel wanted.
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New Member

Can I use DELUXE for bond and stock sales?

Yes, it can

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