turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

x-kbc
New Member

Do I have to have turbo tax premier to record 1099-B information, and can I make an adjustment once I've nearly completed my turbo tax deluxe forms?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
IreneS
Expert Alumni

Do I have to have turbo tax premier to record 1099-B information, and can I make an adjustment once I've nearly completed my turbo tax deluxe forms?

Yes to both questions (if you're using the Online version of TurboTax):

  • To enter stock transactions reported on Form 1099-B you do need to upgrade from TurboTaxDeluxe to Premier.
  • You can upgrade at any time, without losing any of the information you've already entered.

To upgrade while in your return, just click Upgrade in the black bar to the left of your screen (just above Tax Tools) and follow the instructions on the screen

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question