Import Quicken data into TTax - Sched B & D

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Subject Author Date Import Quicken data into TTax - Sched B & D P.Schuman 02-12-2008
Posted by P.Schuman on February 12, 2008, 1:56 am Please log in for more thread options 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. -- ---------------------------------- "If everything seems to be going well, you have obviously overlooked something." - Steven Wright Similar Threads Posted Grouping Q Interest data by Institution when importing into TTax January 9, 2008, 9:00 am Can standard Quicken import data set from Home & business? March 18, 2007, 1:05 pm Quicken 2008 can't import TurboTax 2007 data August 31, 2007, 5:22 pm I did not import the most current data file..now what do I do? February 16, 2007, 4:08 pm Quicken - multiple mutual funds vs Sched B entries February 12, 2008, 4:54 pm Quicken 2007 to TTax 2008? March 15, 2009, 4:09 pm Quicken & TTax days are numbered March 16, 2009, 1:39 am TTAX Available Nov 21 November 5, 2008, 5:08 am TTax question March 12, 2008, 8:28 am Move TTax State to a new computer April 7, 2007, 2:46 pm