Thanks! I'll try to import the information into my H&R Block software. It just seems like the numbers that I'm coming up with for capital gains are much higher than what they should be. I had a decent year for a rookie but the numbers seem to be on the high end.
Glad to be around such knowledgeable people on this board! I plan to attend a Monk seminar sometime soon. Does he make it to the Milwaukee / Chicago area often?
Oh Billy - you gots to tell me how to do that in PHX.......my data input on taxes is a pain - and next year will be a killer. So if I could do a data transfer that would be saweeet.....
I've used Turbotax for years too - but didn't realize that trading account data transfers are possible - instructions are within the software (TurboTax) I assume on who they can connect w/ etc?
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