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.

What form or TurboTax bundle do I need to file please!

Thank you! I have several W-2s, 1099-INTs, 1099-MISC, 1098-T, 1099-DIVs, and 1099-B. I don't even know what that last one is, or what to do with it! What package do I need to file my own taxes this year?

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

What form or TurboTax bundle do I need to file please!

If you use online TurboTax you need Premium.   If you use desktop download you can use any version since every version of desktop software has all the forms and schedules.  You just get more help in the interview screens if you buy a higher version of desktop.

**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.**

What form or TurboTax bundle do I need to file please!

The Form 1099-B, Proceeds from Broker and Barter Exchange Transactions is for reporting an investment sale.

You will need the TurboTax Premium online edition to report the investment sale and it also supports all your other forms you posted - https://turbotax.intuit.com/personal-taxes/online/premium/

 

If you choose to use the TurboTax desktop editions to be installed on a personal computer, then any of the desktop editions can be used since they all include the same forms, schedules and worksheets.  The TurboTax Premier edition would be recommended but is not required - https://turbotax.intuit.com/personal-taxes/cd-download/

 

 

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question