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.

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

Quote:

Originally Posted by BC-Axeman

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.

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

Quote:

Originally Posted by kenstogie

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

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.

04-15-2010, 03:51 PM	#1
forgop Not a puffer Join Date: Oct 2008 First Name: Duane Location: Indianapolis, IN Posts: 2,869 Trading: (40)	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. Last edited by forgop; 04-15-2010 at 03:57 PM.

04-15-2010, 04:19 PM	#2
BC-Axeman Guest Posts: n/a	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.

04-15-2010, 04:46 PM	#4
MortonMilo Blowing smoke Join Date: Feb 2010 First Name: R Posts: 215 Trading: (10)	Re: Turbo Tax Import for Scottrade Account=Ridiculous The whole cost basis thing...yeah. Almost screwed me pretty bad too.

04-15-2010, 05:13 PM	#5
kenstogie following the whiterabbit Join Date: Mar 2009 Location: Albany, NY Posts: 1,325 Trading: (3)	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

04-15-2010, 07:58 PM	#7
mmblz .090909... Join Date: Oct 2008 Location: NH Posts: 4,031 Trading: (3)	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! __________________ herf wear

10-04-2010, 04:13 PM	#8
fxpose Park Drive Smokehouse Join Date: Oct 2008 Location: Los Angeles Posts: 337 Trading: (0)	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.