Import stock trades into quicken for Scedule D

Believe I answered part of the question. The basic edition does not do a Schedule, but the Premier and "Home and Business" box labels say that Schedule D can be completed.

thanks, dcdon

I believe every version of Quicken can produce a "Tax Schedule" report which includes Schedule D. Premier and H&B can produce a stand alone Schedule D report.

If your financial institution offers Quicken downloads, you can download "transactions" to Quicken. Those transactions would be more-or-less all the transactions that occurred in your account; they wouldn't be limited to "trades".

My broker - Raymond James, will let you download data into the Schedule D input form. Also does 1099 data. I found a few cases where the downloaded info differed from that sent with the 1099. You can edit it in the input form (not the Schedule D that goes to IRS.) Was easy to do. I printed the input out and compared with the mailed stuff. Saved a lot of work, because almost all the info that was exported from Quicken differed. What you need to do is match the total sales number that the broker reports to the IRS.

Thank you very much John

Note: I looked your email address and immediately knew I was in trouble. Changed mine immediately and pray that the creepy crawlers don't pick it up.

regards, dcdon

| >> Thanks in Advance, | >> dcdon | | > dc wrote: | > Believe I answered part of the question. The basic | > edition does not do a Schedule, but the Premier and "Home | > and Business" box labels say that Schedule D can be | > completed. | >

| > thanks, | > dcdon | | I believe every version of Quicken can produce a "Tax Schedule" | report which includes Schedule D. Premier and H&B can produce a | stand alone Schedule D report. | | -- | John Pollard | First initial underscore Last name at mchsi dot com | Please reply to newsgroup | | |

Good information. Will be in the front of my mind when editing the download before generating the Schedule D.

Thank you dcdon

I should have added that the Deluxe version (and probably the Basic version) also have a stand alone "Capital Gains" report.

Thank you very much Jim.

I guess the amount the broker reported to the IRS is the same as the

I was concerned about them sending separate 1099's to IRS, like for the interest on pool account, since there is an account sweep that goes into dividend and interest on a daily basis. I didn't know if they treated this part of it differently than P&L on Sales. Not looking forward to getting into this at all.

Guess you would call me a "Crastinator", cause I sure ain't a Pro.

regards, dcdon

| >Is it possible to download trade files into Quicken to generate a | >Schedule D, and can those items be edited prior to preparing the | >schedule, or is Quickbooks necessary to accomplish this task. | >

| >Thanks in Advance, | >dcdon | >

| My broker - Raymond James, will let you download data into the | Schedule D input form. Also does 1099 data. | I found a few cases where the downloaded info differed from that sent | with the 1099. You can edit it in the input form (not the Schedule D | that goes to IRS.) Was easy to do. I printed the input out and | compared with the mailed stuff. Saved a lot of work, because almost | all the info that was exported from Quicken differed. | What you need to do is match the total sales number that the broker | reports to the IRS.

Sorry for posting "ontop". I guess that's always gonna be a problem. Noticed after I lurked back to make sure the post made the trip.

dcdon

| >> Thanks in Advance, | >> dcdon | | > dc wrote: | > Believe I answered part of the question. The basic | > edition does not do a Schedule, but the Premier and "Home | > and Business" box labels say that Schedule D can be | > completed. | >

| > thanks, | > dcdon | | I believe every version of Quicken can produce a "Tax Schedule" | report which includes Schedule D. Premier and H&B can produce a | stand alone Schedule D report. | | -- | John Pollard | First initial underscore Last name at mchsi dot com | Please reply to newsgroup | | |

Sorry for the ontop posting dcdon

| >Is it possible to download trade files into Quicken to generate a | >Schedule D, and can those items be edited prior to preparing the | >schedule, or is Quickbooks necessary to accomplish this task. | >

| >Thanks in Advance, | >dcdon | >

| My broker - Raymond James, will let you download data into the | Schedule D input form. Also does 1099 data. | I found a few cases where the downloaded info differed from that sent | with the 1099. You can edit it in the input form (not the Schedule D | that goes to IRS.) Was easy to do. I printed the input out and | compared with the mailed stuff. Saved a lot of work, because almost | all the info that was exported from Quicken differed. | What you need to do is match the total sales number that the broker | reports to the IRS.

thank you, dcdon