A:Answer All TurboTax desktop personal tax products include all the same forms but with different guidance. While TurboTax Deluxe does include the forms for investments, 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.
TurboTax Premier is the best option if you sold stock, bonds or mutual funds, sold employee stock, own rental property or are a trust beneficiary. Deluxe can handle and guide you through some investment information such as 1099-INT/DIV (under combined $1500 total) as well as importing from financial institution partners just like Premier.
