Best for: Households that itemize or have investments/tuition.
Everything in Basic, plus:
Itemized deductions (Schedule A)
Capital gains/losses for typical stock/brokerage 1099-B reporting
Education credits (American Opportunity/Lifetime Learning)
Note: High-volume trading/crypto, employee equity (RSU/ESPP/ISO), or complex investment reporting may be billed as add-ons.
Best for: Households that itemize or have investments/tuition.
Everything in Basic, plus:
Itemized deductions (Schedule A)
Capital gains/losses for typical stock/brokerage 1099-B reporting
Education credits (American Opportunity/Lifetime Learning)
Note: High-volume trading/crypto, employee equity (RSU/ESPP/ISO), or complex investment reporting may be billed as add-ons.