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Dk53a
Level 1
March 15, 2025
Question

Investment import in Deluxe version

  • March 15, 2025
  • 3 replies
  • 0 views

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

    3 replies

    VolvoGirl
    VolvoGirl
    Level 15
    March 15, 2025

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

    MarilynG
    MarilynG
    Level 15
    March 15, 2025

    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:

     

     

    Here's more info on Making TurboTax Run Smoothly.

     

    @Dk53a 

     

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    G
    ghettogimp
    Level 2
    April 10, 2026

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

     

    VolvoGirl
    VolvoGirl
    Level 15
    April 10, 2026

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

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