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-   -   Turbo Tax Import for Scottrade Account=Ridiculous (http://www.cigarasylum.com/vb/showthread.php?t=31034)

forgop 04-15-2010 03:51 PM

Turbo Tax Import for Scottrade Account=Ridiculous
 
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

Re: Turbo Tax Import for Scottrade Account=Ridiculous
 
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

Re: Turbo Tax Import for Scottrade Account=Ridiculous
 
Quote:

Originally Posted by BC-Axeman (Post 829305)
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

Re: Turbo Tax Import for Scottrade Account=Ridiculous
 
The whole cost basis thing...yeah. Almost screwed me pretty bad too.

kenstogie 04-15-2010 05:13 PM

Re: Turbo Tax Import for Scottrade Account=Ridiculous
 
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

Re: Turbo Tax Import for Scottrade Account=Ridiculous
 
Quote:

Originally Posted by kenstogie (Post 829342)
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

Re: Turbo Tax Import for Scottrade Account=Ridiculous
 
they had all the necessary info from ML - didn't have to type a single number in!

fxpose 10-04-2010 04:13 PM

Re: Turbo Tax Import for Scottrade Account=Ridiculous
 
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.


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