Investment import in Deluxe version

[Dk53a]

Does the Deluxe 2024 download version include the investment import feature?

[VolvoGirl]

Yes all the Desktop installed programs have all the same forms and features.  You just get more help in the higher versions.  

[MarilynG1]

Yes, you can import financial transactions in TurboTax Desktop Deluxe. Here's more info on How to Import 1099 Forms.

In the Income section, under Investments, when you 'add investments' you'll be prompted to type in your broker name to get started.

Some hints:

• Make sure you have 'third party access' enabled in your broker account
• Turn off anti-virus programs while importing

Here's more info on Making TurboTax Run Smoothly.

@Dk53a 

[ghettogimp]

How do I import investment income tax data into turbotax deluxe?

[VolvoGirl]

@ghettogimp   Are you using the Desktop Deluxe installed program or the Online Deluxe?   For Online you need to upgrade to Premium to enter investments.