Not tax advice. Information here is general guidance. Tax laws change. Verify with the IRS or a licensed CPA for your specific situation.
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Best Tax Software for Investors (2026)

Brokerage 1099 imports, Schedule D, K-1 support

Investors need direct brokerage 1099 imports (Fidelity, Schwab, Robinhood), Schedule D capital gains, and K-1 partnership support. These 3 handle complex investment returns.

1. TurboTax — our pick

$119.00/year first year · renews $119.00/year · Web + Mobile + Desktop devices · Score 5/5

TurboTax is the default for most US tax filers. Best UX, most-polished interview-style filing, strongest CPA-review add-on. Most expensive at higher tiers but justified for self-employed and complex returns.

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2. TaxAct

$49.99/year first year · renews $49.99/year · Web + Mobile devices · Score 4/5

TaxAct is the right pick for self-employed filers on a budget. $69.99 self-employed tier undercuts TurboTax by $50-$100. $100K accuracy guarantee is the strongest in the industry.

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3. TaxSlayer

$52.95/year first year · renews $52.95/year · Web + Mobile devices · Score 4/5

TaxSlayer is the right pick for budget self-employed filers and military families. $52.95 self-employed tier is unbeatable. Strong if you don't need TurboTax's polished UI.

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