I am looking at Deluxe vs Premier. What does "Additional Help" mean re investment income. I do have stocks with dividends and a few I have sold this year.

Forum|Forum|7 years ago
June 6, 2019
1 reply
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I am a long time user of Turbotax, and I know last year you moves some things out of Deluxe Edition. I noted on the Premier edition it says "addional help" for investment income. My investments are simple...some dividends and a few stock sales. Does Deluxe handle those or am I now only able to use Premier Edition. What exactly does "additional help" really mean...that only Premier Edition will even handle a stock sale, or that it is simpler in Premier Edition ?

TurboTax Deluxe Windows

Best answer by PatriciaV

TurboTax Deluxe for desktop includes all tax forms and schedules. The additional help comes from expanded interviews and/or blue links with specific information. If you are familiar with the income and deductions you have to enter on your return, you should do well with the Deluxe version.

PatriciaVAnswer

Level 15

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44619herman

Level 2

I have been using turbo tax deluxe (with State and federal) for over 15 years. I had a single family rental property that I had owned since 1983. I used the deluxe edition to complete Schedule E and complete any necessary depreciation forms for the last 30 some years. Last January 2021, I sold the rental house. I do not have any other rental investments. In order to complete the quarterly estimated federal and state tax payments, I had used 2020 Turbo tax deluxe and filled out a "What if" tax form to estimate my 2021 taxes and to pay the estimated quarterly payments to the federal and state gov.. My question is as follows: Would I benefit from purchasing the 2021 Turbo Premier Edition due to the sale of my rental house? Or should I continue using the Deluxe edition? I have no complicated investments. Everything (as far as financial investments, ie stocks, interest, etc) download from my financial advisor's company. I appreciate your assistance.

Critter-3

Level 15

Stay with the Deluxe downloaded version ... ALL the downloaded versions can handle ALL tax situations. To sell off the rental simply follow the interview in the rental section to sell off the all assets.