Skip to main content
January 14, 2025
Question

Deluxe to premiere

  • January 14, 2025
  • 1 reply
  • 0 views

Do I need the premier edition if I have RMDs or have mutual fund transactions?

    1 reply

    VolvoGirl
    January 14, 2025

    You can use Deluxe for 1099R RMD.   You can enter interest and dividends in Deluxe.   But if you have  Mutual Fund sales in a regular taxable account then you need Online Premium for sales.  Or any of the Desktop download programs.  All the Desktop programs have all the same forms.