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there are problems with quicken when doing shorts also. They tend to
stick them in capital gains section and it is very hard to get
unstuck. Sometimes the transaction does not exist in the download
file and things get messed up especially if you trade the same issue
multiple times and in different directions.
:On Sat, 18 Jan 2003 18:54:41 -0500, you wrote:
>>This year I thought I'd get Quicken 2002 and download my stock transactions
>>from Brown & Co. and Interactive Brokers into it, and give me end-of year
>>reports for my accountant, saving me mucho hours of time. Well so far it
>>doesn't seem so easy. It seems as though the portfolio at year end doesn't
>>agree with the downloads. I'm not sure if it has something to do with stock
>>splits or stock name/symbol changes during the year or bad downloads or
>>what.
>>
>>Has anyone tried this in the past? Could anyone advise me if using Quicken
>>for tax reports is nothing more than a pipedream?
>>
>>G. Rehert
>>
>>
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>>
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