Does DELUXE desktop version import 1099-B investments and generate Schedule D ?

PRAIRIEMAN — Mon, 09 Mar 2026 09:24:08 GMT

If I purchase the DELUXE desktop version, will I be able to import my retirement investments data from my brokerage company (UBS) and will it generate a Schedule D?

Re: Does DELUXE desktop version import 1099-B investments and generate Schedule D ?

HelenC12 — Tue, 01 Mar 2022 18:17:53 GMT

Yes, you could use any TurboTax CD\Download version to import 1099-B transactions and generate Schedule D. You can also import your 1099-R forms. UBS is a TurboTax import partner.

Whenever you sell a capital asset held for personal use at a gain, you need to calculate how much money you gained and report it on a Schedule D.
Depending on your situation, you may also need to use Form 8949.
Capital assets held for personal use that are sold at a loss generally do not need to be reported on your taxes. The loss is generally not deductible, as well.

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Does DELUXE desktop version import 1099-B investments and generate Schedule D ?

Re: Does DELUXE desktop version import 1099-B investments and generate Schedule D ?