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To: dennis michael patterson who wrote (21253)	10/10/2001 7:34:26 AM
From: bruceleroy1_-	Read Replies (1) \| Respond to of 52237

I use Fidelity and they have a feature where you can download your trades directly into turbo tax.

To: dennis michael patterson who wrote (21253)	10/10/2001 8:24:40 AM
From: horsegirl48	Read Replies (1) \| Respond to of 52237

yes Merrill Lynch does, they charge you 1% of your portfilio with unlimited trades so it ends up being very cheap when trading. If you have a 30.00 profit you can go ahead a take it because you get the profit. Its called ML direct, and at the end of the year you get a nice statement that does all the work for you

To: dennis michael patterson who wrote (21253)	10/10/2001 11:12:17 AM
From: Captain Jack	Respond to of 52237

Dennis-- I use Paine Webbrer. Rarely trade online with them-- 1 annual fee pd qtrly that comes out less than Brown charges you if you trade heavy.. My CPA is happy with what they supply, and questions -- he calls the broker direct..

To: dennis michael patterson who wrote (21253)	10/10/2001 12:42:22 PM
From: jfs	Read Replies (2) \| Respond to of 52237

<...match transactions for you and send a conformed statement at year's end?> For a software service solution, look at gainskeeper.com . They keep track of wash sales, splits and spin-offs, and adjust your share counts and basis automatically. Some brokers are set up to download to them directly, others you have to download to Excel and massage the data a bit. They have a nice Schedule D report and good YTD reports. regards, John (no affiliation to Gainskeeper)

To: dennis michael patterson who wrote (21253)	10/17/2001 11:07:56 AM
From: Chris	Read Replies (2) \| Respond to of 52237

dennis, you were mentioning ibonds. i did a spreadsheet using the current rate (5.92%)(which will fall after oct 31, 2001) assuming you put 30k each year for 30 years.. i have done it for my family (4x$30), for this year. Ive laid out a plan where a portion of my/our stock profits will go into ibonds. geocities.com (ibond example) $2.5 mill (defintely not going to beat a trading portfolio, but something stable and safe) not a rec to buy or sell. pertains to family acct.