Q2010 Premier: What does "Manage your Investments" mean?

Oct 22, 2009 1 Replies
B

I'm currently using Q2008 Deluxe and it seems to do a nice enough job of "managing" my investments. It allows me to manually enter transactions and it downloads and keeps track of the daily prices of the stocks and mutual funds in my brokerage account, IRAs and 401(k) plan, and I'm not really looking for any more than that.



When I look at the compare product chart on the Intuit Web site



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the one indicated additional feature of Q2010 Premier over Deluxe is the ability to "Manage investments and plan for taxes."



So, just what's in the investment "management" area that might make Premier worth the extra $30?



Have they removed some features from Deluxe and moved them to Premier?


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J

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I don't think that this function was moved.

I have a variety of investments in stocks, bonds, mutual funds, bond funds, bullion coins, US Savings Bonds, even a private REIT. I downgraded from Premier to Deluxe several years ago on one of the annual releases. The only thing I saw different was the Morningstar ratings on mutual funds. I also seem to remember some alerts about selling some investments based on the tax ramifications.

If there were other features, I don't remember them. In any case, I didn't see any benefit to any of them.

-- Jim

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