Where investments (or other property such as vacant land) has been sold, we would recommend
using the TurboTax Premier online program. Alternatively, you could
also use TurboTax Deluxe Desktop (or Download) software, as it has all
of the same tax forms that are contained in Premier Online. However, Deluxe Desktop does
not have as much in-program interview help (and TurboTax Deluxe online
software does not contain the necessary tax forms).
To be very specific, in order to report your sale correctly for tax purposes, you'll need a federal Form 1040 Schedule D, Form 8949, and a California nonresident tax return, in addition to your regular Oregon and federal tax returns. The Schedule D and Form 8989 are available in Premier online, and in any of the desktop products.
No matter which version of the federal program you choose, however, you'll need both the California and Oregon state modules (but the state programs are always the same, no matter which federal TurboTax version with which they are paired).
In any event, all of these TurboTax software
options come with free live support; and if you have tax questions that
arise during the preparation of your returns, this is a valuable
resource.
To help you further in understand which product or version is most appropriate for you, here are
a pair of links that better describe the various TurboTax software options, and
will aid in a product comparison:
https://turbotax.intuit.com/personal-taxes/compare/online/
https://turbotax.intuit.com/personal-taxes/compare/desktop/
If that information is not
enough to help you decide, then please feel free to call us and speak with a
live agent by telephone. We would be happy to discuss your needs and answer any questions. You can ask for the "Shop / Buy"
department. Here is a link where you can begin that process:
https://support.turbotax.intuit.com/contact/
Thank you very much for your inquiry and for your interest in our products.
