“Does TurboTax Basic include the ability to include dividends and qualified dividends? If not which version of TurboTax would I need?”
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Dividends and capital gains distributions from investments are typically reported on Form 1099-DIV. All TurboTax personal tax products include all the same forms but with different guidance. While TurboTax Basic 2024 does include the forms to report dividends, we do suggest TurboTax Premier 2024 to get the guided interview questions to ensure information is being accurately entered. If you are comfortable manually entering your information, you can useTuboTax Basic in Forms Mode. While using Forms Mode will not prevent you from e-filing, it can 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.
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