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Posted by P.Schuman on February 12, 2008, 1:56 am
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Another litttle observation with my first time importing
my Quicken investment portfolio transactions into my 2007 TurboTax.
The data appears to be Imported directly onto the TTax Schedules B & D
and not into the TTax smart worksheets as I expected.
Therefore, if you have other manual data to enter,
it "all" does not appear in the one place - the worksheets.
And - if you need to adjust any of the Imported data, you have to "override"
it on the TTax form,
vs just working with it on the worksheet...
I guess I would have opted to put all "inputs" on the worksheet.
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"If everything seems to be going well,
you have obviously overlooked something." - Steven Wright
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