![]() ![]() The only consolation for me is that I had prepaid the estimated tax and I should be able to get back some money for that prior year. As for the procrastination in the tax filing of the prior year, I'm recovering from the stupidity disease. If you generated a CSV file from your brokerage that reports wash sales transactions. Quicken does get one kudo from me for being able to access info from my Schwab brokerage for the prior years. Steps to adjust your CSV file to account for wash sale transactions. Someone posted a temporary remedy for this on the Quicken forum, but it seems too manual for me, as I have more than a thousand stock and stock options sale entries in the report, and many would be considered Wash sales. txf files or to import an Excel file into money and convert to a. ![]() To my disappointment, the Quicken Capital Gains or Schedule D report does not handle the Wash sales. That's why I'm going the route of Quicken, hoping to get a Quicken report on Capital Gains/Loss in the TXF that I can feed to TTAX. Convert stock sales from csv to txf for easy import into turbotax this will make a. However, I'm also doing tax for a previous year, and TTAX cannot get info from Schwab's server for prior years. Follow this guide to import your crypto trades into turbotax online. Choose the destination to store the converted file. Select CSV Import This is where you will import the TaxAct CSV file that you. Convert TXT to CSV file Click File tab and click Save As in Excel. For my tax year 2020, I had TTAX read the info directly from my Schwab Brokerage and I didn't need any help from Quicken. File your taxes using Koinly and Intuits TurboTax (online or CD/DVD). ![]()
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