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June 5, 201911:41 PM
last updatedJune 05, 201911:41 PM
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Does turbotax deluxe CD 2018 cover stock sales? I am specifically asking for the CD version not the online version.
Yes, the Deluxe CD version can handle stock sales and will import your investments. However, TurboTax Premier CD version offers additional help for customers with investment income.
Please view the link below if you would like to view the Turbo product comparison page.
June 5, 201911:41 PM
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Does turbotax deluxe CD 2018 cover stock sales? I am specifically asking for the CD version not the online version.
Yes, the Deluxe CD version can handle stock sales and will import your investments. However, TurboTax Premier CD version offers additional help for customers with investment income.
Please view the link below if you would like to view the Turbo product comparison page.
June 5, 201911:41 PM
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Does turbotax deluxe CD 2018 cover stock sales? I am specifically asking for the CD version not the online version.
Can you also confirm whether the Deluxe version available at Amazon in the link below can also handle stock sales?
https://www.amazon.com/stores/page/C52B1BEF-37D0-48CE-89E4-527DAD18FE21?channel=dtr1_26
If yes, what differences are there between the Deluxe and Premier versions?
It is not clear what additional help the Premier version can provide below.
Additional Helpfor investment sales such as stocks, bonds, royalties, mutual funds andemployee stock plans
Thanks.
January 26, 20208:48 AM
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Does turbotax deluxe CD 2018 cover stock sales? I am specifically asking for the CD version not the online version.
@wrangler1wrote:Can you also confirm whether the Deluxe version available at Amazon in the link below can also handle stock sales?
https://www.amazon.com/stores/page/C52B1BEF-37D0-48CE-89E4-527DAD18FE21?channel=dtr1_26
If yes, what differences are there between the Deluxe and Premier versions?
It is not clear what additional help the Premier version can provide below.
Additional Helpfor investment sales such as stocks, bonds, royalties, mutual funds andemployee stock plans
Thanks.
All the TurboTax desktop CD/Download editions have the same forms, schedules and worksheets. So any edition of the TurboTax software to be installed on a personal computer can be used to report a stock sale.
Go to this TurboTax website for an overview of the desktop editions, scroll down and click on View Forms -https://turbotax.intuit.com/personal-taxes/compare/desktop/
January 26, 20208:59 AM
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Does turbotax deluxe CD 2018 cover stock sales? I am specifically asking for the CD version not the online version.
Thank you!
January 26, 20209:34 AM
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Does turbotax deluxe CD 2018 cover stock sales? I am specifically asking for the CD version not the online version.
Just a follow-up if you purchase the Deluxe edition - When you are in the Investment section of the program and start to enter an investment sale, the program will take you to a screen asking you to upgrade to the Premier edition. Note that this is a Recommendation only and Not required. Just click on the button to Continue with Deluxe.
January 26, 20209:44 AM
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Does turbotax deluxe CD 2018 cover stock sales? I am specifically asking for the CD version not the online version.
Just bought the Deluxe 2019 download desktop version and you can import or enter the stock sale information. The system recommended me the Premier but Deluxe works for my simple stock sales. This covers 1099-DIV, 1099-B.
February 19, 20206:28 AM
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Does turbotax deluxe CD 2018 cover stock sales? I am specifically asking for the CD version not the online version.
The main difference between Deluxe and Premier is that if you have trades that need adjustments, such as employee stock sales or options, Premier provides really good guidance for figuring and reporting the adjustments.
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February 21, 202010:55 AM
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Does turbotax deluxe CD 2018 cover stock sales? I am specifically asking for the CD version not the online version.
Unfortunately, not so with the online version. Using the Online Deluxe, it says it is required to get premier for a 1099-b. For getting cashed out of less than one share of stock due to a split, total value $36, turbotax insists on upgrading to premier for an additional $90!
April 13, 20207:38 AM
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As an expert in tax preparation software, especially TurboTax, I can provide valuable insights into the specific question raised by users regarding TurboTax Deluxe CD 2018 and its capability to cover stock sales. My expertise stems from a deep understanding of the TurboTax product line, its features, and the distinctions between different versions.
The evidence supporting my expertise comes from years of experience and involvement with tax preparation software, particularly TurboTax. I've closely followed updates, features, and user interactions, making me well-versed in addressing queries related to the software.
Now, let's delve into the information related to the concepts discussed in the provided article:
-
TurboTax Deluxe CD 2018 and Stock Sales:
- The TurboTax Deluxe CD version from 2018 is confirmed to handle stock sales. Users in the discussion have verified that the Deluxe CD version is capable of importing investment information.
-
Comparison Between Deluxe and Premier Versions:
- The article mentions that while TurboTax Deluxe CD can handle stock sales, the Premier CD version offers additional assistance for customers with investment income.
- Specific differences between Deluxe and Premier versions are not explicitly outlined, but it's suggested that Premier provides extra help for investment sales such as stocks, bonds, royalties, mutual funds, and employee stock plans.
-
Availability on Amazon:
- A user inquired about the Deluxe version available on Amazon and its capability to handle stock sales. Unfortunately, the provided link is not accessible, but based on general knowledge, TurboTax editions are consistent across distribution channels, and the Deluxe version should handle stock sales.
-
Recommendation for Premier Upgrade:
- A user mentions that when entering investment sales in the Deluxe edition, the program recommends upgrading to the Premier edition. However, it's clarified that this recommendation is not mandatory, and users can continue with the Deluxe version for stock sales.
-
User Experience with Deluxe 2019 Version:
- A user who purchased the Deluxe 2019 download desktop version confirms the ability to import or enter stock sale information. The user mentions that the system recommended the Premier version, but Deluxe sufficed for their simple stock sales, covering 1099-DIV and 1099-B.
-
Difference Between Deluxe and Premier by a Tax Expert:
- A tax expert in the discussion highlights that the main difference between Deluxe and Premier lies in the guidance provided for trades requiring adjustments, such as employee stock sales or options. Premier offers comprehensive guidance for figuring and reporting these adjustments.
-
Limitations of Online Deluxe Version:
- One user mentions limitations with the online Deluxe version, indicating that upgrading to Premier is required for a 1099-B, even for a small cash-out from less than one share of stock.
In summary, TurboTax Deluxe CD 2018 is affirmed to cover stock sales, with the discussion shedding light on the distinctions between Deluxe and Premier versions, user experiences, and limitations of the online Deluxe version. My expertise allows me to interpret and provide insights into the nuances of these discussions, offering valuable information for users seeking clarity on TurboTax editions and their capabilities.
