I'm trying to decide if I need to purchase the Premier version or if I can just use the Deluxe version 2017 to import my financial information from Charles Swab for gains & losses.
The following TurboTax products let you import your investment account information from a participating TurboTax import Partner:
You can securely import Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID, and 1099-R into TurboTax, provided your brokerage or financial institution is a participating TurboTax import Partner.
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