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Level 1
posted Feb 19, 2025 10:19:24 AM

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?

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2 Replies
Level 15
Feb 19, 2025 10:24:11 AM

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.

Level 15
Feb 19, 2025 10:24:23 AM

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/