1099-B

[odat71]

Hi,

I purchased and trying to use turbotax Deluxe.  Thought I was almost done but now I have received a 1099-B for some stock that was sold.  Can I use Deluxe or do I need a more advanced version of turbotax?   If I do need to upgrade, is there some help available from Intuit to offset buying 2 tax prep products?

[fanfare]

try to enter it and you will get the answer to your question.

Are you Online or CD/Download?

[VolvoGirl]

If you have the Desktop CD/Download program Deluxe has all the forms.  All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. 

If you have the Online Deluxe you need to upgrade to Premier to enter investments. You don't have to buy Premier.  You can upgrade and just pay the difference.

[PattiF]

Yes, there is some help available for the cost when upgrading from Deluxe to Premier. If you are in the Desktop version, there is an upgrade button on the upper left of the screen to upgrade. Please see the information below. 

You can upgrade or switch to a higher version of TurboTax after you've started your 2020 return.

To upgrade your version of TurboTax:

1. Make sure you’re signed in to TurboTax and are in your return.
2. Select Upgrade in the menu on the left side of the screen.
   • If you don’t see the menu, select the menu icon in the upper-left corner.
3. Select the version you'd like to upgrade to.
4. We'll prompt you to pay if you want to print or e-file your taxes. You can also prepay at any time:
   • Select File in the left menu. (Don’t worry, you don’t have to file taxes—this just gets you to the payment section.)
   • Select Start or Revisit next to Review your order.
   • You’ll see a summary of your order. Select View payment options.
   • Keep going until you see How would you like to pay for TurboTax? On that screen, select Pay with Credit Card.
   • Enter your credit card information and select Continue.
   • Once you’ve paid you can go to Tax Home to access your upgraded features.