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Subject Author Date
Import stock trades into quicken for Scedule D dc 04-13-2007
Posted by dc on April 15, 2007, 8:07 pm
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 thank you,
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
>
> >>> 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
>
> I should have added that the Deluxe version (and probably the
> Basic version) also have a stand alone "Capital Gains" report.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
>



Posted by dc on April 14, 2007, 12:42 pm
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 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


|
| >> 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
|
| > 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
|
|
|



Posted by John Pollard on April 13, 2007, 5:13 pm
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dc wrote:

> Is it possible to download trade files into Quicken

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".

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by dc on April 14, 2007, 12:00 pm
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Good information. Will be in the front of my mind when editing the
download before generating the Schedule D.

Thank you
dcdon


| dc wrote:
|
| > Is it possible to download trade files into Quicken
|
| 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".
|
| --
| John Pollard
| First initial underscore Last name at mchsi dot com
| Please reply to newsgroup
|
|



Posted by Jim T. on April 14, 2007, 11:28 am
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>Hello,
>
>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.

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