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Subject Author Date
Schedule D Tax Report Mark Wagner 01-26-2007
Posted by Mark Wagner on January 26, 2007, 4:51 pm
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 Is there some way to produce a Schedule D tax report out of Quicken 2007
Premier that actually formats and sub-totals like how you actually have to
fill out Schedule D? When I run that report it individually lists sales made
on the same day when the shares were purchased on different days. I can't
seem to find any option in report customize to combine and subtotal for
shares sold on one day but purchased on various days. On Schedule D you just
write 'various' for the date purchased and combine them all on one line.
Have the people who created the Quicken Schedule D report ever actually
looked at or filled out Schedule D? Am I missing something here?

All I am looking for is a Schedule D report that will actually easily allow
me to fill out Schedule D without a bunch of extra work.

Mark



Posted by az-willie on January 26, 2007, 6:36 pm
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 Mark Wagner wrote:
> Is there some way to produce a Schedule D tax report out of Quicken 2007
> Premier that actually formats and sub-totals like how you actually have to
> fill out Schedule D? When I run that report it individually lists sales made
> on the same day when the shares were purchased on different days. I can't
> seem to find any option in report customize to combine and subtotal for
> shares sold on one day but purchased on various days. On Schedule D you just
> write 'various' for the date purchased and combine them all on one line.
> Have the people who created the Quicken Schedule D report ever actually
> looked at or filled out Schedule D? Am I missing something here?
>
> All I am looking for is a Schedule D report that will actually easily allow
> me to fill out Schedule D without a bunch of extra work.
>
> Mark
>
>
===============
Quicken is brain dead when it comes to investments and Schedule D.

Check out www.tradelog.com

Posted by jpsga on January 26, 2007, 7:30 pm
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> Is there some way to produce a Schedule D tax report out of Quicken 2007
> Premier that actually formats and sub-totals like how you actually have to
> fill out Schedule D? When I run that report it individually lists sales
> made on the same day when the shares were purchased on different days. I
> can't seem to find any option in report customize to combine and subtotal
> for shares sold on one day but purchased on various days. On Schedule D
> you just write 'various' for the date purchased and combine them all on
> one line. Have the people who created the Quicken Schedule D report ever
> actually looked at or filled out Schedule D? Am I missing something here?
>
> All I am looking for is a Schedule D report that will actually easily
> allow me to fill out Schedule D without a bunch of extra work.
>
> Mark
>
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



Posted by JM on January 27, 2007, 10:00 am
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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 info just as QW presents it - in
great detail. One potential problem is that you could exceed the limit
on the number of entries . Seem to recall that in this case the filer
can attach a print out of the detail - the QW report or perhaps an
Excel spreadsheet.

> Is there some way to produce a Schedule D tax report out of Quicken 2007
> Premier that actually formats and sub-totals like how you actually have to
> fill out Schedule D? When I run that report it individually lists sales made
> on the same day when the shares were purchased on different days. I can't
> seem to find any option in report customize to combine and subtotal for
> shares sold on one day but purchased on various days. On Schedule D you just
> write 'various' for the date purchased and combine them all on one line.
> Have the people who created the Quicken Schedule D report ever actually
> looked at or filled out Schedule D? Am I missing something here?
>
> All I am looking for is a Schedule D report that will actually easily allow
> me to fill out Schedule D without a bunch of extra work.
>
> Mark


Posted by Mark Wagner on January 27, 2007, 10:12 am
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>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 info just as QW presents it - in
> great detail. One potential problem is that you could exceed the limit
> on the number of entries . Seem to recall that in this case the filer
> can attach a print out of the detail - the QW report or perhaps an
> Excel spreadsheet.

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



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