topic What form or TurboTax bundle do I need to file please! in Get your taxes done using TurboTax

What form or TurboTax bundle do I need to file please!

MonikaUSA — Wed, 19 Feb 2025 18:19:24 GMT

Thank you! I have several W-2s, 1099-INTs, 1099-MISC, 1098-T, 1099-DIVs, and 1099-B. I don't even know what that last one is, or what to do with it! What package do I need to file my own taxes this year?

Re: What form or TurboTax bundle do I need to file please!

xmasbaby0 — Wed, 19 Feb 2025 18:24:11 GMT

If you use online TurboTax you need Premium. If you use desktop download you can use any version since every version of desktop software has all the forms and schedules. You just get more help in the interview screens if you buy a higher version of desktop.

Re: What form or TurboTax bundle do I need to file please!

DoninGA — Wed, 19 Feb 2025 18:24:23 GMT

The Form 1099-B, Proceeds from Broker and Barter Exchange Transactions is for reporting an investment sale.

You will need the TurboTax Premium online edition to report the investment sale and it also supports all your other forms you posted - https://turbotax.intuit.com/personal-taxes/online/premium/

If you choose to use the TurboTax desktop editions to be installed on a personal computer, then any of the desktop editions can be used since they all include the same forms, schedules and worksheets. The TurboTax Premier edition would be recommended but is not required - https://turbotax.intuit.com/personal-taxes/cd-download/