"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:sktrq31q7a78ifvr3jn5f0vcpodskl4efm[at]4ax.com...
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Thanks for your reply!
A first trial of this did nothing. Then I retried this method one more time.
This time I could print the informaion. However, although all boxes were
properly checked, the printed results had a few missing items. Such as IRA
deductions under Form 1040. Dividends and part of non-taxble interests (from
a second payee) under schedule B.
What is going on?

In microsoft.public.money, MA wrote:

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You could try clicking Continue and then File-> Print.

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This has handled some problems in the past and might help in this
case. I have no specific reason to think it is going to help in this
case. It is just that I can't think of a different thing at this
point. Let us know. You could save an XP/Vista restore point to
restore settings if changes did not help.

In IE7, start with
Tools-> Options-> Security-> LocalIntranet-> DefaultLevel which may be
sufficient.

If not, click ResetAllZonesToDefaultLevels.

Then on Tools-> Options-> Advanced-> RestoreDefaults.

Then maybe Tools-> Options-> Privacy-> RestoreDefaults.


If those don't do it, or if you want something quicker, it looks as
if you could just go to Tools-> Options-> Advanced-> Reset... to
reset all IE7 settings and to disable add-ons.

Alternatively you could experiment with a different test file or try
working as a different XP/Vista user.

Cal Learner-- MVP wrote:
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site. Nontheless, I clicked on File> ExportToTaxSoftware.
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I reapeted the above steps a few times to make sure that I follow the
instruction correct. Still no response upon clicking Print.
Even i tried "Send to" option, right under the "Print". All choices in
"Send To" option are grayed out.I tried export to file. that seems to
work, since I see the .txf file. But i can not open it.
So, is there a way to print my tax information to take it to a preparer?

Thanks!

In microsoft.public.money, Michael J. Blazin wrote:

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If you are talking about a single sales date, for the Long term also
for the short term, you are allowed to do that. In that case, you
enter Various as the acquired date for each-- you don't just enter
the latest date.

If you have accurate info in your Money file, I don't see a problem
with a lot of entries. I guess you could use more printer ink and
have to pay another ounce of postage with an extra D1 form.


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Rounding errors? That doesn't figure. There is what you paid and
what you received in the TXF file. The difference is computed by the
tax program.

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Same thing on Schedule D. I buy 3 mutual funds twice a month. Selling
those shares if acquired over years creates lots of entries if you load
directly to TurboTax. I found it better to use the reports with long
term/short gain recaps and pick off last date of long term/1st date of short
term with applicable recap totals of receipts and costs.
I also found an issue with rounding on mutual fund shares between TurboTax
and Money. It reported minute differences that were impossible to fix and
TurboTax required the errors removed. Again it was easier to enter
long/short term recaps by fund.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:%23jA$i0qZIHA.5612[at]TK2MSFTNGP06.phx.gbl...
- quote -

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:hs8cq3h09c1khp9kh4h2vll887993nr6cl[at]4ax.com...

- quote -

While Schedules C and D output may be very valuable, I find the level
of detail transmitted for categories like charitable contributions to
be overkill. I pay several charities monthly or quarterly, and my
wife's contributions to church are recorded weekly. All those
transactions are exported in the tax file.

For summary data points like that, I find it easier to simply print a
category report with payees as rows, subtotaled by subcategory. I then
just enter them by hand.
--
Chris Cowles
Gainesville, FL

It's Income tax season in the US again. There are various
things that a user of Microsoft Money should consider.

Microsoft Money is very good at producing the information for
schedule D, if you have been downloading or entering your Buys and
Sells. That is really nice. TaxCut and TurboTax are the only two
income tax programs that use this data directly AFAIK. If you do
not have that many sells, you can copy the data from Money's tax
reports by hand into cheaper tax programs, such as TaxAct.

While Microsoft Money can produce entries for other things like
dividends, interest, W-2, etc, few people keep the data perfectly.
Some of the items recorded as dividends may be return of capital or
other special cases. Since you will be sent 1099s and perhaps
1098s for these, it will usually be best IMO to use the 1099 data
where it is provided.

Preparing the Schedule D is one of the best thing the Money program
does for me. Both TaxCut and TurboTax can import the TXF (Tax
eXportFiles) files that Money produces.

If I were preparing a schedule C, the data that Money can send to
the tax program would be very useful. You do not get 1099s for
that information, for the most part. But I don't do that now. If
you itemize, the schedule A information should be useful.


There can be other things that Money can track and provide the
information for your tax return

So how do I proceed ? In Money 2006, 2006 or Plus, click
Taxes-> TaxTools-> ExportToTaxSoftware

Set the ReviewTaxesFor drop-down to Completed2007TaxYear.
Continue.

Select the items that you want Money to send to the tax program,
and de-select those things that you will instead pull off of the
1099s. This may be Schedule A, Schedule C, and both long- and
short-term capital gains, depending on your needs.

In Money 2005, 2006 and Plus, if you want to print a tax report for
yourself or your tax preparer, do not click Continue at this point.
Instead click File-> Print to print the selected tax information.
This may be in two sections: the forms, line numbers and amounts
for most of the selected items, and then the information for
Schedule D.


To pass information to TaxCut or TurboTax that are installed on
your computer, click Continue. This writeup is not written with
the use of the on-line tax software in mind. If you plan to use
online tax software, read elsewhere about that.

I recommend that you not use the options for TaxCut or TurboTax,
but instead choose UseTaxSoftware, and "Export your tax information
as a data file you can use with any tax software program". This
will produce a .txf file. I suggest you do not use the FileByHand,
UseTurboTax, or UseACPA choices in Money 2005, 2006 or Plus. Start
your tax program. Make a copy of your tax file under another name.
Then File-> Import the .txf file. If you see that you selected the
wrong information for export/import go back to Money and re-select
the items. Then go back to the copy of the tax program that you
had not imported into yet, save another copy of that and
File-> Import the revised .txf file.