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Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

 
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Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

I disagree.  All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. Deluxe has the same forms.  See the Desktop forms here.  It is not listed by version.  All Desktop programs have the forms.

https://turbotax.intuit.com/personal-taxes/irs-forms/

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8 Replies
robtm
Level 10

Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

If you have investment income you need the Premier CD. Deluxe does not handle investment income.

SForrestLO
Intuit Alumni

Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

Please visit our website to see what forms are included in a particular program. 

Scroll to the middle and click on Tax Forms.
Commonly Filed Tax Forms and Schedules

You can use the help me choose option on our website to select the right product for you. 

 

TurboTax.com
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Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

I disagree.  All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. Deluxe has the same forms.  See the Desktop forms here.  It is not listed by version.  All Desktop programs have the forms.

https://turbotax.intuit.com/personal-taxes/irs-forms/

Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

@SForrestLO   Those links are for the Online versions, not Desktop program.  And seem to be for the Canada versions not USA.  

SForrestLO
Intuit Alumni

Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

@VolvoGirl Thank you.  

 

The link I provide will give you the option to choose a product. If you are not sure of the product, then use the help me choose option.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

@SForrestLO   Did Online versions just change?  Now it shows Free, Deluxe and Premium.  Not Premier and Self Employed version.  What happened?

Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

Very helpful.   I now know that I don't need anything more than Deluxe to accept the download of my brokerage statement including capital gains/losses.  Thank you.  

Conflicting answers re download of my brokerage statement, including capital gains and losses, into TurboTax 2022. Can I use Deluxe CD or do I need Premier CD?

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