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New Member
posted Mar 20, 2022 11:52:13 PM

To my best recollection, i didn't sell any stocks in 2021, however Turbotax is telling me that i did and i should upgrade to TT Premier?

0 3 878
3 Replies
Level 15
Mar 21, 2022 6:23:13 AM

Did you have any carry over losses?

You must file Schedule D every year to update that.

New Member
Mar 21, 2022 6:37:19 AM

Check w/ your broker.  Unless you sold massive numbers on many days, the basic or deluxe is fine.  They're just assuming you're an idiot who can't keep records; therefore , you need an upgrade.  Don't be fooled.

Level 15
Mar 21, 2022 6:45:17 AM

Did you have cap gains reported on the 1099-DIV ?   If so that requires the upgrade for the Sch D. 

 

Or switch to a free option  if you qualify ... 

 

If you qualify you can use one of the 8 IRS FREE FILE options ... for 2021 your AGI had to be $73K or less

https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free