Catherine Posted June 21, 2009 Report Posted June 21, 2009 Client has well over 300 stock transactions last year and broker won't give them in digital format, so I'm stuck with hand entry. That's OK, since I learned the form-unprotect trick, I'll be entering everything into excel and then doing a direct paste. However, lots of these "transactions" are wash sale disallowed loss lines. Should I enter them individually or can I net them against the the actual transaction? I'm not sure how ATX would treat individual lines, nor am I sure if netting them is less or more work than just plodding through doing entry by column and working my way down the lists. In the past, I've netted wash disallowed loss against the loss. But I've never had so many before; there are just _dozens_ of the things this year. Thanks. Catherine Quote
Lion EA Posted June 22, 2009 Report Posted June 22, 2009 I've been off ATX for a couple of years, but until someone more knowledgeable jumps in... Does ATX have a code to input for wash sales that'll automatically put in the corresponding line backing out each disallowed loss? Quote
Catherine Posted June 22, 2009 Author Report Posted June 22, 2009 just bumping this up in the queue... Quote
Catherine Posted June 24, 2009 Author Report Posted June 24, 2009 just bumping this up in the queue... ditto -- still hoping for some help! Quote
Catherine Posted June 25, 2009 Author Report Posted June 25, 2009 I'd net them. Thanks; figured that's what would end up happening. I was just hoping there was some magic way... Quote
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