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Level 3
posted Jan 1, 2024 12:55:18 PM

Should I use Premier or Deluxe version for Brokerage combined 1099 Div, Int, Misc, B and IOD?

Last year was the first time I was issued this statement and there wasn't that much  to enter. This year I expect it will be more involved. Will the Premier version handle where to input these numbers bette

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Level 15
Jan 1, 2024 1:00:08 PM

If you are going to use the TurboTax desktop CD/Download editions, then either the Deluxe or the Premier desktop edition can be used.  The Premier editions will give you more help and guidance for investment income than the Deluxe edition.

https://turbotax.intuit.com/personal-taxes/cd-download/

 

If you are going to use the TurboTax online web-based editions then the Premium edition is required.