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New Member
posted Mar 4, 2025 5:35:29 PM

Can I include my 1099-B without upgrading to Premium? I got one this year for a small account that I've never touched. How do I include it with my Deluxe account?

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2 Replies
Level 10
Mar 4, 2025 5:57:14 PM

I don't know if this will work but you can try it. If you just have one 1099B you can try to enter the proceeds on schedule d line 8a for long term  or line 1a for short term. If you have multiple 1099b forms then you would need to upgrade to premier.

Expert Alumni
Mar 4, 2025 6:34:58 PM

Not if you are using TurboTax Online.  You need Premium to enter any investment sale.   If you are using the desktop software, you can use Deluxe to enter investment sales.