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View Full Version : Turbo Tax Import for Scottrade Account=Ridiculous


forgop
04-15-2010, 03:51 PM
Nevermind...didn't go far enough to report the cost basis. I thought the import would go ahead and do that.

BC-Axeman
04-15-2010, 04:19 PM
Today is not the best day to be figuring this stuff out. Just sayin...

Two days ago was much better.;)

forgop
04-15-2010, 04:38 PM
Today is not the best day to be figuring this stuff out. Just sayin...

Two days ago was much better.;)

I was all set to do it 2 months ago, but I couldn't import my information from Fidelity/Scottrade and have just stalled around ever since.

I was particularly upset that $369 in interest/dividends was going to reduce my return by over $1k, but I just didn't click enough buttons to enter the cost basis on a couple of sales that I had. :tu

MortonMilo
04-15-2010, 04:46 PM
The whole cost basis thing...yeah. Almost screwed me pretty bad too.

kenstogie
04-15-2010, 05:13 PM
N only semi-related but didn't. I read somewhere that turbotax did some "questionable" things last year?
Posted via Mobile Device

Genetic Defect
04-15-2010, 06:13 PM
N only semi-related but didn't. I read somewhere that turbotax did some "questionable" things last year?
Posted via Mobile Device

they aren't the only ones :D

mmblz
04-15-2010, 07:58 PM
they had all the necessary info from ML - didn't have to type a single number in!

fxpose
10-04-2010, 04:13 PM
Trying to figure cost basis and wash sales were a nightmare. I broke down and subscribed to Gainskeeper to figure all that out and generate my Sch D's. I was able to import all that to Turbo Tax.
Yeah, I'm doing my 2009 personal portion of the return this week.