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?
03881
3 Replies
fanfare
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.
clark6
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.
Critter-3
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