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I thought you had to have Trader status to do that (show only year's
gain/loss).
I am cooking up my own Sched-D (you can do that). I will be entering each
day's trades each day, to avoid the rush at the end of the year. Each stock
will have its own Sch-D to make tracking the wash sales easier.
There is a site (www.gainskeeper.com) that will do your Sch-D if you can
import the data from your broker. You can get about five entries free - the
rest cost.
Donc
> Date: Mon, 1 Jul 2002 09:04:07 -0400
> From: "James E. Johnson" <jejohn@xxxxxxxxxxxxxxxxxxx>
> To: omega-list@xxxxxxxxxx, "CRE" <cengholm@xxxxxxxxxxxx>
> CC: "CRE" <rengholm@xxxxxxx>
> Subject: Re: Exporting Tradestation trade transactions to Quicken
> Message-ID: <3748589237.20020701090407@xxxxxxxxxxxxxxxxxxx>
> Content-Type: text/plain; charset=us-ascii
> Content-Transfer-Encoding: 7bit
>
> Hello CRE,
>
> What I do is probably wrong--I'm afraid to ask--but here it is:
>
> I trade short term and always from the same account. I always end the
> year flat. I usually end the day flat for that matter. I compare the
> year opeing balance against the year end, adjust for withdrawals,
> deposits, interest earned, misc fees paid if any. (This is similar to
> one way to treat mutual funds when reinvested gains/multiple lots are
> involved.)
>
> This gives me my net gain for the year. I enter that on the
> appropriate form with a note that detailed trade records are
> available.
>
> Frankly I'd rather go thru an audit than try to get quicken and
> tradestation and turbotax to reconcile.
>
> --
> Best regards,
> James Johnson mailto:jejohn@xxxxxxxxxxxxxxxxxxx
> Monday, July 1, 2002, 8:47:26 AM, you wrote:
>
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