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February 16, 2025
Question

If I sold mutual fund shares but not stocks, which TurboTax version do I need?

  • February 16, 2025
  • 1 reply
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    1 reply

    rjs
    Employee
    February 16, 2025

    Selling mutual fund shares is the same as selling stock. It's reported the same way on your tax return. If you are using TurboTax Online you need Premium. If you are using the downloaded desktop TurboTax software you can use any version, but Premier will give you a more detailed interview and more guidance for entering the sale of mutual fund shares.