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VinandNee
Returning Member

Deluxe or Premier Needed for Forms 1099?

I need to file Forms 1099 (-DIV, -INT, -B) for IRA and Investment accounts. Will TurboTax Deluxe handle that? Or do I need Premier? Thanks.

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3 Replies

Deluxe or Premier Needed for Forms 1099?

If you use the ONLINE version the 1099-B will require the Premier program.

 

If you use the DOWNLOADED/CD version then  ANY of them will work.

 

Deluxe or Premier Needed for Forms 1099?

You don't need to report any 1099 you get from IRA or 401K accounts.  Unless you get a 1099R for distribution, rollover, transfer, conversion etc.   You can enter other investment 1099Int or 1099Div into Deluxe or higher.  If you get a 1099B for sales you need Premier in the Online versions. Or any Desktop  program.  All the Desktop programs have the same forms.

VinandNee
Returning Member

Deluxe or Premier Needed for Forms 1099?

My bad mentioning IRA -- Same fund manager for that and my Investment Account. Thanks for clarifying need for the 1099-B. 

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