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Strategies & Market Trends : Income Taxes and Record Keeping ( tax ) -- Ignore unavailable to you. Want to Upgrade?

To: Colin Cody who wrote (2054)	3/23/1999 9:16:00 AM
From: Jason Rooks	Read Replies (1) \| Respond to of 5810

Colin, I received, belatedly, a 1099-B for a stock sale in my Roth IRA account. I have already completed my return with Turbo Tax but not yet filed because I owe money. Anyway, why do I get a 1099B for a transaction within a tax sheltered account? I do not mind redoing my return since it is on the computer, but am confused with the 1099B. Thanks in advance Jason

To: Colin Cody who wrote (2054)	3/23/1999 9:50:00 AM
From: Liam Kingsmill	Read Replies (2) \| Respond to of 5810

StockTax98 appears to be able to do for me exactly what it promises: Put together the data to produce a Sch D from a download of the history file from your broker, provided the broker is on their list. You can sample it for free. Easy to try. I have about 50 missing trades in my Quicken98 file and I will probably enter them by hand for use in TurboTax. For someone who has not kept up and has a large list, this could be their salvation for reporting. It does not build .qif files for Quicken, however. So, it will not enter the trades into Quicken for you.