3625698
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

nthpokt
New Member

Which Turbo Tax software do I use for Stocks and investments?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Which Turbo Tax software do I use for Stocks and investments?

If using Online TurboTax and you need to report sales of investments (capital gains/losses from stocks, bonds, mutual funds, etc.), you'll need to use Premium.

 

If using desktop software, all of the desktop products can handle all the forms including stocks and other investment sales, etc.  They vary mainly in the degree of help provided.  The folks at TurboTax recommend Premier for investments for the increased help, but all the editions can handle it.

 

NOTE:  The desktop Basic Edition does NOT come with a state program.    Also be aware that if you choose desktop Deluxe, it comes in 2 versions--one that is a Federal and State combo, and one that is Federal-only.   If purchased directly from TurboTax desktop Deluxe is the combo version that includes a state program download.   If purchased from some other authorized retailer (Sams, Costco, Amazon, etc.), you have to be careful which Deluxe you buy if you need a state program.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question