Can we upgrade to Premier when we have already ordered and received the Deluxe CD?

[Take999]

I need schedule D which is only available in  Premier.  I've already installed and am using Deluxe

[Take999]

I did that but ir wants to send it via UPS.  I need e;ectronic upgrade

[Take999]

Deluxe doesn;t do Schedule D

[VolvoGirl]

The Desktop Deluxe program has schedule D and all the forms.    Premier just has more help.  But you can use Deluxe for everything.

But the Online Deluxe does not have Schedule D.  You need Online Premier to enter investments.  

[Nancjnsn]

So there are forms for our IRA withdrawals? We rolled over and set up a spending IRA because my husband became disabled. 

[VolvoGirl]

@Nancjnsn   You will get a 1099R for IRA  withdrawals, RMD, rollovers, conversions, etc.  You can enter a 1099R into all versions online or desktop.  Do you have a more specific question?

[Nancjnsn]

Just going have a big tax bite because we also took out money to pay off our house and car so we could be debt free.  Can we deduct our Cobra insurance or is that only bit it's more then the standard deduction?

[CMLS]

The reason for the upgrade is because in 2020 I started trading Cryptocurrency, the Deluxe edition only asks if there were bought / sold / traded crypto currency but does nothing when answer "Yes". Looking online there is a way to upload the trade activity however using Turbo Tax Premier, the instructions online only details for Premier online version. Since I already bought the CD for the Deluxe version, if upgrade the desktop version will the process to upload trade activity be the same?

[MichelleLO]

For TurboTax Desktop, the process is the same for both Premier and Deluxe regarding Cryptocurrency. 

@CMLS

[arjunyg]

I'm trying to figure out if I should buy Premier (Desktop) for 2020 taxes, and I cannot, for the life of me, find a description of what this so-called "help" is that Premier provides. I was wondering specifically about some not quite dead-simple capital gains calculations (options trading), and also whether Deluxe (Desktop) has Robinhood direct import capability? Does Deluxe also support Coinbase direct import? Also, in the future, I am wondering what "help" Premier supposedly provides with ESPP?

Like can someone really *sell* me on this? I don't mind paying a bit more if I'm getting something for it, I just can't figure out what specifically it is that I will get? Screenshots, examples, or quotes would be *really* helpful.

[CarissaM]

You can view the Turbo Tax Premier specifics, as well as compare to other products in Turbo Tax, by clicking here. 

If you need additional assistance, you can contact customer support by clicking here. 

[Raph]

@arjunyg Unfortunately, Coinbase no longer supports the direct upload of your CSV file to TurboTax. The good news is, you can access your CSV file through CoinTracker instead, and get the same benefit. Take a look at "How do I get a CSV file from Coinbase?"

[elpasobill]

No icon in lower right hand corner

No upgrade available in menu

No Human being to talk to about problem

[HeatherPLO]

@elpasobill:  Hello!  What are you needing assistance with?  Please respond here in this thread and someone will reach back out to you.  

[bernicemr]

Can deluxe version be used if stocks were sold and a conversion to a Roth was made?