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Does the Deluxe Version for 2017 give you the ability to import investment information from a financial institution?
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Yes, the Deluxe desktop CD/Download edition supports importing of Forms 1099 from a brokerage or Financial Institution.
To enter an investment sale from a brokerage account (1099-B), follow the steps below.
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Under Investment Income
- On Stocks, Mutual Funds, Bonds, Other, click the start or update button
Or enter investment sales in the Search/Find box located in the upper right of the program screen. Click on Jump to investment sales
Note - The software may recommend that you upgrade to the Premier edition for the investment sale. This is Only a recommendation and is Not a requirement.
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