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stevson1
New Member

Which turbotax version for investment income?

Do I need to use Premier to report investment income?

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‎June 3, 2019 4:37 PM
last updated ‎June 03, 2019 4:37 PM
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SweetieJean
Level 15

Which turbotax version for investment income?

1099-INT? 1099-DIV? 1099-B?
‎June 3, 2019 4:37 PM
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IreneS
Intuit Alumni

Which turbotax version for investment income?

If you have just interest and dividends (Schedule B) you can use any version of TurboTax.  However, if you have capital gains/losses reported on a brokerage statement, requiring a Schedule D, you need TurboTax Premier (Online) or any version of TurboTax CD/Download.

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‎June 3, 2019 4:37 PM
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maryacurtis
New Member

Which turbotax version for investment income?

We always purchase the download, so we can get by with Deluxe download if we still need a Schedule D? I don't have to purchase Premier?
‎June 3, 2019 4:37 PM
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