Hexdump wrote:If I decide to start off with the Deluxe, will it tell me if I need to upgrade to Premier in order to post to a form that is not included in the Deluxe ?
Which form is that? Did you compare the lists of included forms as I suggested to marc515? I gave all the links you need in my post.
Thanks SS, and those links are a God-Send, but therein lies the rub. I checked my 2011 return and didn't see anything unusual that is not in the Deluxe version.
But I was trying to anticipate what happens if I bump into a necessary form.
I read this on the Premier
description and had to ask myself if the Deluxe
would do this, what-seems-to-me, to be pretty elementary.
I think that Deluxe might have the forms but they might need to be filled in manually. If Premier can fill the forms in from downloads from Vanguard and Fidelity, that alone is worth the price of the upgrade.
1) Imports Your Investment Info — Saves time by automatically importing your investment info directly from your financial institution.
2) Helps You Accurately Report Investment Sales — Walks you through reporting sales of stocks, bonds and mutual funds.
3) Automatically calculates capital gains/losses and keeps track of those that carry over to future tax returns.
And I cannot imaging there are many readers here that did not have these types of investment activity requiring these features.
I talked myself back into buying the premier.