If so, TurboTax Premier is the ideal product for you if you sold any of your investments this past year. Premier includes our Investment Sales Expert to guide you through entering each transaction, providing detailed help along the way. This feature is essential if you've sold inherited stock and have no idea what to enter for the stock's "cost" because records have been lost through the years, or if you've sold stock you've owned for many years in a company that's gone through corporate mergers and spin-offs (think AT&T). Why? Our Cost Basis Lookup feature includes historical cost information and information about all of the corporate events, then calculates just what cost to report for the shares you sold after taking into account all mergers, spin-offs, stock splits, reverse splits, and other events over the years. It's a must-have for the serious investor.
The Investment Sales Expert also helps when you've sold stock or a mutual fund you received as part of a divorce settlement, or when you've been investing in a mutual fund for many years and have reinvested your dividends periodically; in both situations, figuring out your cost basis can be tricky.
Calculating the correct cost basis of any stock, bond, or fund that you've sold is critical to making sure you're not overpaying your taxes. Take advantage of the extra help TurboTax Premier provides!
Choose TurboTax Premier for the biggest refund for investors.
