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draimondi
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Will Deluxe 2017 handle mutual fund sales?

I have mutual fund sales & capital gains. Will Desktop Turbotax 2017 handle these?
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Will Deluxe 2017 handle mutual fund sales?

Yes, the TurboTax Deluxe desktop edition supports entry of investment gains and losses, as do all the desktop CD/Download editions.

Go to this website for the desktop CD/Download editions and scroll down under Deluxe, click on View Formshttps://turbotax.intuit.com/personal-taxes/cd-download/

Note - When entering any type of investment sale using the Deluxe desktop edition, the program will prompt you to upgrade to the Premier edition.  This is only a Recommendation it is NOT a Requirement.

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2 Replies

Will Deluxe 2017 handle mutual fund sales?

over 100000 shares sold

Will Deluxe 2017 handle mutual fund sales?

Yes, the TurboTax Deluxe desktop edition supports entry of investment gains and losses, as do all the desktop CD/Download editions.

Go to this website for the desktop CD/Download editions and scroll down under Deluxe, click on View Formshttps://turbotax.intuit.com/personal-taxes/cd-download/

Note - When entering any type of investment sale using the Deluxe desktop edition, the program will prompt you to upgrade to the Premier edition.  This is only a Recommendation it is NOT a Requirement.

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