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nuclear90
New Member

What version of turbotax should I use if I have a mutual fund that I kept a small amount of money in? I only made 200$, but hope I can use Deluxe version and not Premier

I parked some money in a mutual fund vs. a savings account, made only around 200$ for the duration of the year.  Does that make me use Premier or can I still use Deluxe.

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Anita01
New Member

What version of turbotax should I use if I have a mutual fund that I kept a small amount of money in? I only made 200$, but hope I can use Deluxe version and not Premier

You would only need to upgrade to Premier if you actually sold any shares in the mutual fund, or if you received any qualified dividends or capital gains distributions from the fund.

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