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Subject Author Date
Best Tax Software to handle various stock & option transactions? dman81 06-21-2008
Posted by dman81 on June 21, 2008, 10:46 pm
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 Hello everyone!

>From your experience, which tax software would you highly recommend
that can easily handle various stock & option transactions? I tried
TT premier and it was okay.

Dan

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Posted by Phil Marti on June 22, 2008, 3:04 am
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 "dman81" wrote:

>>From your experience, which tax software would you highly recommend
> that can easily handle various stock & option transactions?

They're all pretty much the same.

Return preparation for these transactions is easy if you have good records,
so I'm wondering, especially if you're an active trader, whether what you're
really looking for is something that will easily keep your books and feed
your tax software. That would be something more along the line of
accounting/bookkeeping software, not tax software.

If it's truly just return prep, pick the cheapest one.

--
Phil Marti
Clarksburg, MD

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by dapperdobbs on June 25, 2008, 10:06 am
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[snip]
> really looking for is something that will easily keep your books and feed
> your tax software.  That would be something more along the line of
> accounting/bookkeeping software, not tax software.
[snip]
> Phil Marti

Do you happen to know of any transaction-tracking (or comprehensive
portfolio) software? (Preferrably not web-based, but a stand-alone
program.)

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

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