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
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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.
Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales
Thanks, problem solved. I should have seen this earlier, good job
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