"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:fudsv3hq0go27g93aol20sqma1sc0uk03i[at]4ax.com...
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FUN ??? - you gotta get off the PC for a while !!

In microsoft.public.money, - Bobb - wrote:

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Yer right... I had missed that in that I did not have such a LT-CG
entry in my real file. When I added one into a test file, I see it
lumps it at this point.

Here is what I would try then. Go ahead and make the .TXF file.

Then in TurboTax File-> NewTaxReturn. File-> SaveAs: test.
Then
File-> Import-> FromAccountingSoftware-> OtherAccountingSoftware(TXF)
Continue.

Select the appropriate .txf file (Browse if necessary)... ImportNow

Then look at the schedule D worksheet or form. Print schedule D and
D1. Switch back to your real return, and compare the forms with with
your real return.



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That wouldn't be as fun.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:aibsv3tjan2unlibe870v37qmnjc5v9ug2[at]4ax.com...
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what I get now when I generate the report in Money and try to compare. I
was trying to EXCLUDE them from the math. Rephrase: My objective - have
two windows open on my pc:
Right now TTAX (window #1) shows "vaild Cap Gians from brokers". ( say
$10,000.00)
Window #2 ' Cap Gains in Money" shows (for example) $11,111.11 (due to
1111.11 in reinvested dividends)
Window #2 : I want to have it show the same info that I see on my tax
forms ( to know all is OK)
I do not need to import etc - I downloaded all my info and just checking
to make sure - same figures.
Maybe Money can't do it - in which case I'll grab a calulator when I get
back and just do it manually.

Thanks again Cal.

In microsoft.public.money, - Bobb - wrote:

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Before that.... before you clicked Continue to get there, while
looking at the "Select the items ..." do the File-> Print.


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To feed the info to TurboTax I would choose TXF and then
File-> Import inside tt.


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"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:qujqv39d055cl0e3ej0c4d6amg1ek105gc[at]4ax.com...
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I have an option after that to:
"Prepare your taxes using TurboTax" !!
'Export as a TXF file', OR
'Start Turbo Tax and import your Money tax data into it.'

Wow - what a surprise to me - that's what I'm using but I never tried the
Tax Tools option before. AND even if it offered to export I would have
assumed Tax Cut NOT TurboTax. Cool.
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I can only "select one of those two lines" there is no " > Continue < ( or
am I being a dope - like looking for the ANY key ? ) Do you mean "File by
hand ?' in the left margin ?

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I tried File - Print = nothing at all happens.
I tried 'File by hand' and it offers to export to txf file.
So, I'm exporting to TXF ???
I chose that to see what options and - only option is to pick the folder.

Did I miss a step somewhere ?
Or can I then open that file and see a report ? ( With what app)

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Worst case, I CAN do it manually - just grab a calculator to subtract them
from the total and then compare to Sched D. I'm not being lazy, and don't
wanna be a nuisance: I thought it would be a simple answer that I was
overlooking.

Thanks Cal.

In microsoft.public.money, - Bobb - wrote:

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You could Customize the taxes-CapitalGains report to exclude the
particular account or investment.

Better yet,

So how do I proceed ? In Money 2006,
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.

Then for your CG info de-select all but Short-TermGains and
Long-TermGains

In Money 2006, 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.

Let's hope that at least segregates the LT-CG from your mutual fund
that goes first to your schedule B from your sale which go directly
to D.

Doing my taxes and comparing Turbo Tax results with Money. I'm trying to
compare 1040 Schedule D and D1 in TTax to Money. When I open Money -
Reports - Capital Gains - I see all cap gains - sales, AS WELL AS
reinvested cap gains. That didn't match Schedule D ( since reinvestments
aren't SALES), so I then tried " Tax related transactions" and all I see
is Interest and Dividends. I give up : how to see a report that shows -
cap gains from Sales - what the IRS calls a "cap gain" (or loss) ?

Thanks