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topspin444
January 12, 2025
Question

Does Deluxe version still import stock information?

  • January 12, 2025
  • 2 replies
  • 0 views
It isn't listed on Deluxe anymore but shows up on Premium. Do I need to upgrade to Premium to import stock information?

    2 replies

    X
    xmasbaby0
    Employee
    January 12, 2025

    You are trying to import too soon.  Usually financial institutions have the information online for you to view or print earlier than they have it ready for importing into the tax software.  It is often about mid-February before you can import 1099R's, 1099B's , etc.   

     

    If you are using online TurboTax you will need Premium.   Any version of the desktop download will have all the forms and schedules.

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    SteamTrain
    SteamTrain
    Employee
    January 12, 2025

    @topspin444 

     

    "Desktop" Deluxe, fully installed and operated on your computer, does that with no problems.

     

    "Online" Deluxe, operated thru a web browser, does not, and "Premium" is required for that

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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