


It includes many tax forms, but not Schedule D. Deluxe also gives you access to Schedule C without the option to deduct expenses.ĭo I need TurboTax Premier if I have investments? TurboTax Self-Employed It includes everything in the Premier version, plus Schedule C, and you deduct business income and expenses. However, if you have capital gains/losses reported on a brokerage statement, requiring a Schedule D, you need TurboTax Premier (Online) or any version of TurboTax CD/Download.Īlso, what does Turbo Tax Deluxe include? Subsequently, question is, which TurboTax do I need if I have investment income? If you have just interest and dividends (Schedule B) you can use any version of TurboTax.

It is the ONLINE version of Deluxe that has form limitations and cannot handle a Schedule D and investment gains/losses. Yes, the desktop version of 2018 Deluxe (CD/download) can handle all the usual Federal forms, including Schedule D, Form 8949, and other investment forms to report capital gains/losses. Then, can I use TurboTax Deluxe if I have capital gains? However, TurboTax Premier CD version offers additional help for customers with investment income. Yes, the Deluxe CD version can handle stock sales and will import your investments.
