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Posted by Mark Wagner on January 29, 2007, 3:33 pm
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Jim,
Yes, I had used that method before as well. What I have found to be the
easiest is to just run the full report for the year in question and then
export it to excel. I then do all my subtotaling and anything else needed in
excel.
You would think though that a report that is actually labeled "Schedule D"
would be formatted in such a way as to easily help you fill out Schedule D.
Like I said in my original post, I really don't think the folks at Quicken
that developed that report have ever actually filed out Schedule D.
Mark
> Mark Wagner wrote:
>
>> 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 also had a stock that I had accumulated over several years. What I
> did was to run the schedule D report, and only include that one stock. The
> totals at the bottom had all the information that I needed. While this may
> still be a lot of work, if there are many stocks involved, I only had one
> that I had the problem with. Hope this helps.
>
>
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