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Do I need to upgrade from Deluxe to Premier for a Cash Liquidation Disbursement?

I held a stock that I purchased through an employee purchase plan.  That stock grew in value.  in 2019, the company filed a plan of liquidation and dissolution, so the stock was liquidated.  When I try to import the "cash liquidation distribution" from my broker, it does not show up in my version of TT Deluxe.  Do I need to upgrade to Premier to handle this?

 

I need to make sure that I'm not paying taxes on the cost portion of the stock, but on my brokerage statement, the liquidation appears as a distribution, without reflecting the cost to purchase the stock.

 

If I do need to upgrade to TT Premier, how do I do that from the software?  I do not see an upgrade option.  

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1 Reply

Do I need to upgrade from Deluxe to Premier for a Cash Liquidation Disbursement?

When using the CD/download product installed on your computer, you do not need to upgrade because all versions have the same forms. You were given that answer 2 weeks ago. 

 

If you need more assistance for how to handle an investment transaction, Premier might provide more assistance but I don't know that for sure.

 

Here is how to upgrade: https://ttlc.intuit.com/community/upgrading/help/how-do-i-upgrade-my-turbotax-for-windows-software/0...

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