Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
K
kva1223
April 15, 2025
Question

Why am I being forced to upgrade to the Premium version? It's claiming I have a schedule D, and while I have capital gains, I'venever needed Premium before this year

  • April 15, 2025
  • 1 reply
  • 0 views
I have had capital gains in the past, never had a schedule D (checked last 2 years' returns) OR needed to upgrade to Premium.

1 reply

R
robtm
Employee
April 15, 2025

If your capital gains were only from your 1099-div then you would not need the Premium version. However if you sold stocks or any other capital asset that produced a gain or loss then you would to report this with the Premium product.

TurboTax Sign In Widget
TurboTax flag icon

Unlock tailored help options in your account

Create an account
TurboTax Expert Assist
TurboTax Expert

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Terms & ConditionsCookie settingsAccessibility statement
Intuit
TurboTax Credit Karma QuickBooks MailChimp

©1997-2022 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
of Intuit Inc. Terms and conditions, features, support, pricing, and service options
subject to change without notice.

Security Certification of the TurboTax Online application has been performed by
C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Accessibility

TRUSTe nResult Certified e-File C-Level Security Certification