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Having a note on top screen like the DIRECT note we have the Intuit tax pros use on the IEP files would be useful - the DIRECT note is D=Date file was last touc...
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Unless I am missing something, the Schedule D does not let you put in a "Schwab Account" with all the transactions, then a "Merrill Account" with those transact...
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It would be helpful in reviewing complex returns to have each brokerage account assigned to its own Disposition worksheet for input and reporting. This allows a...