Schedule D Tax Report

==============Quicken is brain dead when it comes to investments and Schedule D.

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I don't believe every thing comes together untill you get into TuroTax. There is a lot of hand work involved. What is more, Any line13 data is kept in the attached bank files. JPS

I do not know of any way to do what you want within QW.

Your query implies that you 'must' do it this way in filing - is this true? Reading the TTax help file, it indicates the filer 'might' wish to combine the sale of multiple lots in one entry and then use 'Var' for the acqusition date - it implies that this is optional.

Seems to me the filer can file the > Is there some way to produce a Schedule D tax report out of Quicken 2007

You are correct, you do not have to do it that way. It is just much easier particularly if you sell stocks that you have acquired slowly over many years. I have been using Quicken and TTax for many years. What I usually do is export the Schedule D report to an excel spreadsheet and then do my own subtotals. Just would be nice if Quicken would do the subtotals for you.

Mark

Mark, I also had a stock that I had accumulated over several years. What I did was to run the schedule D report, and only include that one stock. The totals at the bottom had all the information that I needed. While this may still be a lot of work, if there are many stocks involved, I only had one that I had the problem with. Hope this helps.

Jim, Yes, I had used that method before as well. What I have found to be the easiest is to just run the full report for the year in question and then export it to excel. I then do all my subtotaling and anything else needed in excel.

You would think though that a report that is actually labeled "Schedule D" would be formatted in such a way as to easily help you fill out Schedule D. Like I said in my original post, I really don't think the folks at Quicken that developed that report have ever actually filed out Schedule D.

Mark