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Deluxe dropped import investment information ?

Just got Turbotax Deluxe from CostCo like every year, but the feature list on the package shows "Import investment information from participating institutions" now in the "Premier" version column.

The online feature list doesn't mention importing at all:
https://turbotax.intuit.com/personal-taxes/compare/desktop/

 

Before I install Deluxe, can somebody confirm that I will be able to "Import my investment data" as I had last year with Deluxe?

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2 Best answer

Accepted Solutions

Deluxe dropped import investment information ?

Though still not VERFIFIED by Intuit since last year's posting, this user did install the Deluxe version and the same dropdown for "Importing investment information" was available.

 

See: https://ttlc.intuit.com/community/taxes/discussion/import-stock-trade-transactions-from-financial-co...

View solution in original post

DawnC
Employee Tax Expert

Deluxe dropped import investment information ?

Yes; the desktop software, all versions, will import documents from participating partners.   See screenshot below (from Deluxe - Desktop)

 

 

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

2 Replies

Deluxe dropped import investment information ?

Though still not VERFIFIED by Intuit since last year's posting, this user did install the Deluxe version and the same dropdown for "Importing investment information" was available.

 

See: https://ttlc.intuit.com/community/taxes/discussion/import-stock-trade-transactions-from-financial-co...

DawnC
Employee Tax Expert

Deluxe dropped import investment information ?

Yes; the desktop software, all versions, will import documents from participating partners.   See screenshot below (from Deluxe - Desktop)

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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