I am interested in tracking my stock sales in Quicken so I can transfer them at year's end into Turbotax. Which version of Quicken is adequate for that. Do I need Quicken Premier or can Quicken Deluxe do that? Other aspects of transfer are not important.
This is, actually, a TTAX question ... not Quicken. TTAX reads the Quicken data file (.QDF extension) directly.
db
Well..... I'd say the question has enough of a quicken angle to qualify for inclusion in this group. But that's my opinion.
I think even Quicken Basic would fit the bill.
But can ALL versions of TTAX import Q investment transactions???
"Jay M Apple" wrote in news:KtydnTufVe491o3ZnZ2dnUVZ snipped-for-privacy@comcast.com:
Basic was always sufficient in the past. But I got a free copy of QW05 deluxe due to the change in d/l formats, and I believe ttax will only directly import from QW04 or newer. Otherwise you have to export a txf file, which in my experience is much more difficult than the direct import.
scott s. .
Yes, I just did the direct import from my broker. But it only imports the sales information, as it is reported to the IRS, not the buy information. Dankwart
I don't recall (and it may depend on the broker anyway), but does it report the amount of the gain or loss?
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