Can I use Turbo Tax Deluxe and transfer my investment gains/loss information directly from Charles Swab Account? Or do I have to purchase premier version for that option

[chiefydog2017]

I'm trying to decide if I need to purchase the Premier version or if I can just use the Deluxe version 2017 to import my financial information from Charles Swab for gains & losses.

[HelenaC · Accepted solution]

The following TurboTax products let you import your investment account information from a participating TurboTax import Partner:

• Online Premier and Self-employed.
• CD\Download Deluxe, Premier and Home & Business
• What's the difference between TurboTax Online and the TurboTax CD/Download?

You can securely import Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID, and 1099-R into TurboTax, provided your brokerage or financial institution is a participating TurboTax import Partner.

Related Information:

• Which 1099 forms are not available for import?
• When will I be able to import my 1099?
• Can I import from my Mint account?