turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

46mercury
Returning Member

1040 schedule D

I'm using TB2020 Deluxe and have minimum taxable income, therefore no tax liability.  Our investment company has send us a form showing that we have a $3.00 long term capital gain, and I now need Schedule D, not included in "Deluxe".  So for $30.00 I can upgrade to "Premium" and get "D".  Seems like a steep price to pay.  Any help or work around.  If not and I get the upgrade will I be able to transfer all of my info (electronically) to "Premium" from "Deluxe".  Thanks for your help

 

 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

1040 schedule D

All the TurboTax desktop CD/Download editions include the same forms, schedules and worksheets.

The Deluxe desktop edition supports entry of an investment sale.  The Premier edition may be recommended but it is Not required.

 

To enter an investment sale from a brokerage account (1099-B), follow the steps below.

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Under Investment Income
  • On Stocks, Mutual Funds, Bonds, Other, click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

 

 

46mercury
Returning Member

1040 schedule D

Thanks, problem solved.   I should have seen this earlier, good job

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question