“Can this basic version import stock transaction data from financial institution and generate schedule D?”

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• No

  Answered by CrisC 1 year ago

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• Hi Jenny, As a former home day trader, I would recommend that you purchase the Turbo Tax "Premier" version. It has extra help and forms for stock market transactions. Hope this helps.

  Answered by PatrickC 2 years ago

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• While TurboTax Basic 2023 does include Schedule D, we do suggest TurboTax Premier 2023 to get the guided interview questions to ensure information is being accurately entered. If you are comfortable manually entering your information, you can use Basic in Forms Mode. While using Forms Mode will not prevent you from e-filing, it does void the TurboTax Accuracy Guarantee. If you override any values that were calculated by TurboTax, this will void the Accuracy Guarantee and you will be unable to e-file. However, you would still be able to print and file your return.

  Answered by TurboTax Brand Expert 2 years ago

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