Does the Deluxe Version for 2017 give you the ability to import investment information from a financial institution?

[DoninGA · Accepted solution]

Yes, the Deluxe desktop CD/Download edition supports importing of Forms 1099 from a brokerage or Financial Institution.

To enter an investment sale from a brokerage account (1099-B), follow the steps below.

• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Under Investment Income
• On Stocks, Mutual Funds, Bonds, Other, click the start or update button

Or enter investment sales in the Search/Find box located in the upper right of the program screen.  Click on Jump to investment sales

Note - The software may recommend that you upgrade to the Premier edition for the investment sale.  This is Only a recommendation and is Not a requirement.

[trebork77]

I do not have windows I habe a MAC Laptop

[MichelleLO]

You are posting on an old thread. Do you have a specific question we can assist you with?

@trebork77