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tmann45
New Member

What is "Additional Help for investment sales such as stocks, bonds, royalties, mutual funds and employee stock plans" included in Premier version versus Deluxe?

Quote is from TT comparison chart for CD/download products.

1 Reply
TomYoung
Level 13

What is "Additional Help for investment sales such as stocks, bonds, royalties, mutual funds and employee stock plans" included in Premier version versus Deluxe?

I'm not at all sure what additional help is available, in general, for stocks, bonds, royalties and mutual funds.  All the desktop versions support the same Forms and Schedules so, in theory, any sale of any product can be recorded using the cheapest desktop product.  However, I am aware that the "Deluxe" product does not have step-by-step "interviews" to help you record the sale of stock acquired via the various employer stock incentive programs - RSU's, ISO's, ESPP's and the like - where the Premier version does. 

Tom Young

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