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zyppy
Returning Member

Form 8949

I just bought Turbotax Deluxe and I need Form 8949 and Schedule D.  I checked your site and it says:

"You can use the Deluxe desktop version and it will support Form 8949 and Schedule D. But Premier will still be the better product for any investment sales you need to report. That version will provide extra help with your capital gains and losses for stocks and bonds and guide you through cost basis calculations. You can find desktop version here https://turbotax.intuit.com/personal-taxes/cd-download/"

I opened the above site and there's no information on how to obtain  Form 8949 and Schedule D and include it in my Deluxe software.  Tell me how!

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Form 8949

Schedule D and Form 8949 will not be available until 01/06/2026.

Go to this TurboTax website for forms and schedule availability - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...

 

To enter an investment sale -

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, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button

 

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

Form 8949

Deluxe has them.   All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. BUT all the programs have not been updated yet for them to allow entering using the step by step method.    You can use the Forms Mode to enter sales.   You don’t directly enter the Schedule D.   You need to enter the 1099 forms you get for investments.   

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