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Financial Planning / Tax Strategies


Subject:  Re: Wash Sale Software Date:  2/12/2008  11:36 AM
Author:  chris319 Number:  98598 of 131760

How would any software calculate a wash if you do not enter in all the sales (date / security / shares / prices)?

I assumed the OP was looking for software that would download the raw data from the broker.

No, the raw data has already been downloaded and processed. I can provide any data field provided by my broker in any order, or I can match up lots and give it in D1 format (description, date, proceeds, basis, gain/loss). The data includes trades up to 30 days after 12/31/2007. The Edcosoft program requires that you copy and paste all of the D1 data for each ticker symbol onto a separate Excel sheet (the program itself is Excel based). With around 250 ticker symbols this is not practical.
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