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Knowledgebase : 10 Reports - Schedule D, 4797, 6781 and Wash Sales etc.
     
Subject: Display Descriptions in Place of Symbols in the Schedule D1 Question: Is it possible to get TA to show the company name on Schedule D-1 instead of the company's stock symbol? Answer: The simple answer is... not with with a preferenc...
Regarding: How do I change the Symbols Included in a Tax Report Question: ================================================================ I see that the software (TAPRo 3.6.01.09.05.15) can pull certain security types into form 6781. How can I ...
Regarding: Tax Report is Blank or Missing Data Question: ========================================================= I can look at all transactions for the year, but when i click on 'tax reports' the window is blank! Year & tax period clearly sh...
Regarding report date ranges and the amount of data. For older date ranges that don't appear in the drop down window, change the date range type into "From & To Dates". You can import or enter data in any order. When you select the groups scree...
Topic: TAPro 2014 .txf version for 6781 and 8949 Export to TurboTax Tax Optimization offers can be sketchy. Basically you can do a specific lot allocation during disposal of a position but not after you have traded. Check with your tax person to confirm...
Regarding: The requested information is not available for import from Other Financial Software... Keywords: TurboTax, 4797, Import to tax software failed Question: ========================================================= I generated a 4797 .tx...
Regarding: Wash Sales, Basis Adjustments and Groups Details View Question/Comment: ======================================================================= The trade has no basis adjustment on either the short sale or the buy to cover. Turn...
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