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February 10, 2025
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Deluxe dropped import investment information ?

  • February 10, 2025
  • 1 reply
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Just got Turbotax Deluxe from CostCo like every year, but the feature list on the package shows "Import investment information from participating institutions" now in the "Premier" version column.

The online feature list doesn't mention importing at all:
https://turbotax.intuit.com/personal-taxes/compare/desktop/

 

Before I install Deluxe, can somebody confirm that I will be able to "Import my investment data" as I had last year with Deluxe?

    Best answer by edwize

    Though still not VERFIFIED by Intuit since last year's posting, this user did install the Deluxe version and the same dropdown for "Importing investment information" was available.

     

    See: https://ttlc.intuit.com/community/taxes/discussion/import-stock-trade-transactions-from-financial-company-using-turbotax-deluxe/00/3404547/page/2

    1 reply

    edwizeAuthorAnswer
    February 11, 2025

    Though still not VERFIFIED by Intuit since last year's posting, this user did install the Deluxe version and the same dropdown for "Importing investment information" was available.

     

    See: https://ttlc.intuit.com/community/taxes/discussion/import-stock-trade-transactions-from-financial-company-using-turbotax-deluxe/00/3404547/page/2

    DawnC
    Employee
    February 11, 2025

    Yes; the desktop software, all versions, will import documents from participating partners.   See screenshot below (from Deluxe - Desktop)

     

     

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