Q:I began trading stocks and mutual funds in 2008. I actively trade in some brokerage accounts and infrequently in others.Some previous Schedule D forms were prepared by my accountant; some by my wife using TurboTax. I would like to verify prior year Schedule D accuracy.
Does TradeMax permit prior year (2008-2011) Schedule D generation?
Q:Using Excel or other software, it would be relative easy for me to create files of a specified format and type. After summarizing brokerages A, B, C, etc., each in the same format, can TradeMax accept these files?
Q:Does TradeMax warn of wash sale issues prior to placing a trade?
A:If you place a wash sale trade,TradeMax will give you a warning on washsale report.