topic What version of TurboTax will cover income reported on 1099-DIV? in Get your taxes done using TurboTax

What version of TurboTax will cover income reported on 1099-DIV?

badger48 — Sun, 12 Jan 2025 22:12:11 GMT

Does the Deluxe version handle income from 1099-DIV?

Re: What version of TurboTax will cover income reported on 1099-DIV?

VolvoGirl — Sun, 12 Jan 2025 22:17:43 GMT

Yes. Deluxe has 1099Divand Schedule B.

Re: What version of TurboTax will cover income reported on 1099-DIV?

timpender — Mon, 13 Jan 2025 13:20:53 GMT

Not the OP... But related.

I have 1099-DIV and 1099-INT as well as retirement income on 1099-R. Last year I saw that TT used 8949, 8995 and 8960 forms. Will the Deluxe version automatically fill these forms from the 1099 information?

I do not need any "extra help" as my return is very straightforward.

Re: What version of TurboTax will cover income reported on 1099-DIV?

timpender — Mon, 13 Jan 2025 13:26:51 GMT

I am using the desktop version on a Mac

Re: What version of TurboTax will cover income reported on 1099-DIV?

VolvoGirl — Mon, 13 Jan 2025 17:27:57 GMT

@timpender Yes. All the Desktop programs have all the same forms and calculations. You just get more help and hand holding in the higher versions.

Re: What version of TurboTax will cover income reported on 1099-DIV?

timpender — Mon, 13 Jan 2025 17:35:33 GMT

Thank You. My concern was that the 1099-stuff would not automaticly populate the necessary forms in the Deluxe version. My return is pretty simple, no crypto, home sales etc.