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Question

Deluxe to premiere

Forum|Forum|1 year ago
January 14, 2025
1 reply
0 views

Do I need the premier edition if I have RMDs or have mutual fund transactions?

Employee

You can use Deluxe for 1099R RMD. You can enter interest and dividends in Deluxe. But if you have Mutual Fund sales in a regular taxable account then you need Online Premium for sales. Or any of the Desktop download programs. All the Desktop programs have all the same forms.