@Bostonteaparty1 wrote:
It says that I "sold stock, bonds, or mutual funds", so I need to upgrade to premium. However, I already purchased deluxe. Does premium cover all the things that deluxe does? If so, is there a way to get a refund for the amount I paid for deluxe and pay the full amount for premium? It seems like I am paying too much for both services and I am not sure if both are warranted, or if I can just get premium without deluxe.
Since you used the term "Premium", I assume you are using Online TurboTax and are thus preparing a 2023 return.
Which Deluxe did you "already purchase?" Did you buy desktop Deluxe (CD/download), but used Online TurboTax by mistake? If so, you are in the wrong product--purchasing a desktop product does not allow you to use Online TurboTax.
If you purchased desktop Deluxe (CD/download), it can handle sales of stocks, bonds, and mutual funds without upgrading, but you have to be in the desktop product, since Online Deluxe cannot handle those.
Since you said "already purchased", I'm suspicious that you bought desktop Deluxe and didn't use it, but used Online Deluxe instead. Please confirm, or explain more so we can understand your situation. If that's what happened, you can either start over by using your desktop Deluxe (no upgrade needed for sales of stocks, bonds, mutual funds), or we can tell you how to download the tax data file you started online and open it in the desktop product to finish working on it without starting over.
