Monk's Den

[J.C.N.]

I use TurboTax and have been for over 10 years. I take my Scottrade and Zecco accounts and upload the tax data right into Turbo Tax and it does it all for me. Also have an Etrade account but its a Roth IRA so don't have to do that with TurboTax.

I would not begin to export my stock transactions manually again as I did with a Professional Tax person a few years back and they charged me $400 for the hours it took them to do it maually.

Short term tax gains are figured by the IRS at 40% and long term gains are figured at 15% as long as you hold a stock for 365 days plus 1.

Hope this helps. I am sure there are others in the Den who can assist also.

Hope your able to enjoy gains and future lock downs here.