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Posted

I just entered a feature suggestion at MyATX.

We can now import Sch. D transactions BUT we still need to individually enter filer/spouse/joint, and type of transaction -- individually, by clicking in each box.

I asked if that could either be added to the import -- just two more columns; shouldn't be a big deal. OR, if we could at least use the up/down arrows to go up and down those columns. Clicking in each box in each column is madness when you have someone with a lot of trades. Already this year I've had two clients with 200+ trades -- and my big-trading client hasn't shown up yet. It's enough to make you go totally loopy. As if I wasn't close enough already!

Posted

Thanks for doing that. The Schedule D import will save me at least 4 days this tax season.

I made one suggestion to ATX in regard to the MN return and they acted on it in about 2 days!!

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