turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Turbo Tax Deluxe for Mutual Funds

will turbo tax deluxe download version handle mutual fund dividends, capital gains and IRA distributions?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Turbo Tax Deluxe for Mutual Funds

Every version of the desktop download software has all the forms and all the schedules; you just get more help in the higher versions.  So, yes, you can use Deluxe for anything that you mentioned.   Be aware that financial institutions usually do not have your information available for importing to tax software until mid to late February.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Turbo Tax Deluxe for Mutual Funds

The TurboTax Deluxe desktop edition for 2024 supports importing of 1099-DIV, 1099-B and Form 1099-R,

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies