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Level 2
posted Jan 5, 2025 3:49:59 PM

Deluxe or Premier for me

I have used premier edition  the last 8 years and questioning if i can use deluxe. My taxes are the similar every year. I have a schedule A and D, am salaried, I do a backdoor Roth, I know what numbers should be in what boxes, so i can look at the end result and know things were done right fairly easily.   Last year (2023) I had a wash sale. In 2024, I closed out all the positions. The 3 brokerages automatically import in turbotax. I've read premium helps with wash sales, but if my brokerage imports everything in, what help is turbotax going to give me for it?

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1 Best answer
Level 15
Jan 5, 2025 4:35:37 PM

Every version of the desktop download has all of the forms and all of the schedules.  You get more help in the interview screens if you use the higher versions like Premier or Home and Business.  You could start in Deluxe and upgrade if you need the extra help.    But..if you use online software you will need Premium.

1 Replies
Level 15
Jan 5, 2025 4:35:37 PM

Every version of the desktop download has all of the forms and all of the schedules.  You get more help in the interview screens if you use the higher versions like Premier or Home and Business.  You could start in Deluxe and upgrade if you need the extra help.    But..if you use online software you will need Premium.