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Upgrade From Deluxe to Premier for Desktop 2023 via CD

When I click on the Upgrade option, the software saves what I've completed, then I choose the Premier version when the upgrade screen pops up, which takes me to a new, blank white screen, then nothing.  It's not giving me the screen that I need to complete the upgrade.  I've tried closing the program and reopening, but continue to get the same result.  I need Form 8949 and Schedule D, which doesn't appear to be available with the Deluxe version.

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2 Replies

Upgrade From Deluxe to Premier for Desktop 2023 via CD

Those forms ARE in the desktop Deluxe.

 

They are entered on the Wages&Income page..

.....Down in the Investment Income area.

...when you enter the menu spot for : "Stocks, Cryptocurrency, Mutual Funds, Bonds, Other".

 

Your entries in there are from your 1099-B, and creates the 8949, from your entries....and that data flows to the Schedule D.

______

It's only the "ONLINE" software that requires the "Premium" (new name for Online users) to create an 8949 and schedule D.

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Upgrade From Deluxe to Premier for Desktop 2023 via CD

I found this section.  Thank you!

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