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To: jesso who wrote (974)4/11/2001 1:23:10 PM
From: Jeff Jordan  Respond to of 1001
 
they maybe be able to send you a file from their records? I used to be able to go back the previous year @ Dreyfus? I just DL my trades on occasion in MS Money...really does beat manually entering which I used to do...I only do it about once a month now<g>



To: jesso who wrote (974)4/11/2001 1:59:18 PM
From: Jon Tara  Respond to of 1001
 
Try StockTax.

www.obvioussoft.com

They read many formats, including Penson, and can then export to a Quicken file or create an IRS report directly.

They don't specifically support Cyber, but I see that the list includes "Penson format".



To: jesso who wrote (974)4/12/2001 7:17:57 AM
From: Eric P  Respond to of 1001
 
Does anyone know of an easy way to get my 2000 trade info from Pension into TurboTax? Do I really have to manually enter my 1000s of trades into TurboTax?

Not sure even how well that would work. Last year I entered all my trades daily into Quicken, then moved them into TurboTax for filing. Found out that TurboTax had a max limit of $9,999,999 for aggregate schedule D sales/purchases. I ended up having to simply group trades in bunches and report buys/sells as 10% of actual value then add a zero on the printout! Maybe they've got this limit expanded this year though.

Good luck,
-Eric