“Will this version also handle investments or am I forced into getting the Premier?”

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• TurboTax Premier is recommended if you sold stock, bonds or mutual funds, sold employee stock, own rental property or are a trust beneficiary. Deluxe will handle some investment/dividend situations but Premier will be able to give guidance beyond that including capital gains. All TurboTax desktop personal tax products include all the same forms but with different guidance. While Deluxe does include the forms for capital gains, we do suggest Premier to get the guided interview questions to ensure information is being accurately entered. If you are comfortable manually entering your information, you can use Deluxe 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 11 months ago

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• Have to do premier if you sold

  Answered by Harleyrider 8 months ago

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