PDF to csv for stock transactions?

[HV Ken]

I thought I read on a thread to a discussion that someone converts PDF files to csv files so they can then be imported into ATX? If this is true, can you give me a hint as to how to accomplish this? Thanks!

[Carolbeck]

I use a PDF Converter called Wondershare PDF Converter PRO. Not perfect, but it converts pdf's to excel then you save excel as a csv file. You do have to tweak, but it does save a lot of data entry. It just depends on what the pdf file shows. You can use a trial of it, but you are limited with the number of pages. the cost was $69 2 years ago. Now it is $80, I use it at work and at my home office.

url http://store.wondershare.com/shop/

Hope this helps!

[Jack from Ohio]

I don't think ATX has the import capability this year.

I just checked. You must have the Fixed Assets Manager so it appears.

[HV Ken]

@Carolbeck - Thanks! Will take a looksee.

@Jack - not true. I have used the import function plenty of times this season for stock transactions. It is standard issue!

[Jack from Ohio]

@Carolbeck - Thanks! Will take a looksee.

@Jack - not true. I have used the import function plenty of times this season for stock transactions. It is standard issue!

The import option for fixed assets is grayed out. Did you install the FAM trial?

[HV Ken]

@Jack - we are talking about different imports. I am referring to importing stock transactions.

[Lion EA]

My hubby likes something called CutePDF for converting. It was free when he got it. I haven't used it.

[Philip1117]

why not just enter the totals? Saves lots of time.

Phil

[michaelmars]

technically you can only enter totals for codes a & d, the rest you have to enter each one., you can't say see attached unless the broker statement has the basis too.

[HV Ken]

@Phil - the instructions are pretty clear when you can and cannot simply use totals.

[Philip1117]

In 15 years i have never entered each line item. Boy some people will be in for a shock if I have to enter all of there of those charges. What do you charge to enter all those transactions?

Phil

[Richcpaman]

In 15 years i have never entered each line item. Boy some people will be in for a shock if I have to enter all of there of those charges. What do you charge to enter all those transactions?

Phil

Yep.

I had one with 36 pages of transactions. They were insisting that I include them with the return. Said sure. $3 a line item.

They decided against it.

I told them the subtotals ST and LT to each account was sufficient.

This was before the 8949 world, but really? The IRS has the info. Send me a CP-2000 and I will deal with it. And in 22 years, I haven't seen one yet.

Rich

[kcjenkins]

And unlike 'audit lottery' which I do not approve of, "CP2000 lottery' in this sort of case just makes sense in this 8949 world.

[HV Ken]

In 15 years i have never entered each line item. Boy some people will be in for a shock if I have to enter all of there of those charges. What do you charge to enter all those transactions?

Phil

To date, when the instructions say the transactions need to be itemized, I have been successful in getting a CSV file of the transactions, and the entire process takes less than 5 minutes, so the charge is minimal.

But if I did have to charge per transaction, my rationale is this: if they are willing to pay between $7-$12 per trade, they should be willing to pay $3 per transaction to include those trades on their tax return!!

[michaelmars]

ubs will not send out csv files.

[kcjenkins]

If you have the printed copy, you can scan it, then save it as a cvs file.