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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )
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To: Tom Hua who wrote (2017)3/20/1999 5:14:00 PM
From: Colin Cody  Read Replies (2) of 5810
 
Tom, I know that many people use Quicken to accumulate their tax records, and it works just great.

For the short sales? If only a few of them, just keep the trade tickets in a separate file-folder and do them manually. If you have a lot of them, export Quicken into an Excel spreadsheet (so you see the format they use in Excel) and then delete all those transactions, leaving just the headers footers and maybe one transaction as a format line. Then enter the short trades manually into Excel.

Colin
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