Midpack
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I am decidedly NOT the expert, after buying Premier for the past several years when I didn't need to after all (and being a little miffed about it). I did it because Intuit's tables show "Additional Help for investment sales such as stocks, bonds, royalties, mutual funds and employee stock plans" on Premier and not Deluxe - and I have investment activity every year.
It was only when audreyh1 and others told me Deluxe handled investments too that I bought Deluxe this year and found it handled my investments fine - exactly as Premier does.
The only other obstacle I ran into was Deluxe doesn't ask about Roth Conversions when you have a TIRA distribution, Premier does. Deluxe didn't handle it correctly thru the Step-by-Step process so I thought I might have to upgrade to Premier as a result. But I found that by simply going to the TurboTax Form 1099-R and entering amount converted to Roth in lines B4 & B5 - that corrected everything. It correctly updated all my non-deductible basis info as well. So I didn't need Premier for that either!
I have finished my tax returns and there are no errors according to TT analysis/review. And I compared my 2019 with the new 2020 return, all is well.
Not surprising it appears the forms are exactly the same, and they will calculate/translate/update other affected forms correctly - all that may be different between Deluxe and Premier is what they show in the Step-by-Step front end? By going through the Step-by-Step first, and then delving directly into forms it appears it corrected the mistakes I had found. I suspect people here have been saying the same and I just didn't pick up on it...too soon old, too late smart.
It was only when audreyh1 and others told me Deluxe handled investments too that I bought Deluxe this year and found it handled my investments fine - exactly as Premier does.
The only other obstacle I ran into was Deluxe doesn't ask about Roth Conversions when you have a TIRA distribution, Premier does. Deluxe didn't handle it correctly thru the Step-by-Step process so I thought I might have to upgrade to Premier as a result. But I found that by simply going to the TurboTax Form 1099-R and entering amount converted to Roth in lines B4 & B5 - that corrected everything. It correctly updated all my non-deductible basis info as well. So I didn't need Premier for that either!
I have finished my tax returns and there are no errors according to TT analysis/review. And I compared my 2019 with the new 2020 return, all is well.
Not surprising it appears the forms are exactly the same, and they will calculate/translate/update other affected forms correctly - all that may be different between Deluxe and Premier is what they show in the Step-by-Step front end? By going through the Step-by-Step first, and then delving directly into forms it appears it corrected the mistakes I had found. I suspect people here have been saying the same and I just didn't pick up on it...too soon old, too late smart.
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