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I really hope FreeTaxUSA improves their investment sales stuff, maybe with import capabilities or something. If you go for the unsummarized information, you don

I really hope FreeTaxUSA improves their investment sales stuff, maybe with import capabilities or something. If you go for the unsummarized information, you don't have to mail anything. Unfortunately, you gave to go through a ton of screens and enter each trade by hand.

ghoward 4y ago
I have a relative that works for FreeTaxUSA. I'll let her know about your request. Edit: my relative says that it's already on the TODO list, but it takes a while with all of the other things they have to do. Edit: sanitized personal information because I'm stupid.
- MobileVet 4y ago
  +1 for the import. Even if you only do a couple trades a year it can be annoying to type that in. If your broker does a LOT of trading, it is not possible to use FreeTaxUSA. I LOVE the company and the product though, please pass along kudos. what a breadth of fresh air after years of using Turbo Tax. I now tell EVERYONE I know to use them.
  - ghoward 4y ago
    Cool, thank you! Your +1 and kudos have been passed along.
- selykg 4y ago
  Another request for better investment input. It was really bad for me this year. I suffered through it but improvements here would be super welcome. I paid for the deluxe stuff even though I didn’t need it just to put money into the bucket to hopefully improve things.
  - ghoward 4y ago
    I have passed your +1 along. Thank you for putting your money where your mouth is. However, I worry that the reason they haven't done it is because of lack of time. They spend a lot of time on finding and stopping fraud. If they didn't need to do that, I'm sure it would get done faster.
    - selykg 4y ago
      Just a humble thank you for the effort to pass it along. It's appreciated.
- everybodyknows 4y ago
  Some brokers support CSV download of trade info. If FreeTaxUSA could then upload direct from the customer's PC, maybe ask for help understanding column names, that would be good enough for some of us. Tangentially, there are all sorts of good reasons for an investor to want a CSV available locally anyway. Analysis of one's misadventures, for a start.
  - ghoward 4y ago
    Thank you, I will pass this along.
everybodyknows 4y ago
> investment sales stuff, maybe with import capabilities or something ... Consider that this requires cutting a separate deal with each individual brokerage. Even TurboTax omits some big ones e.g. Vanguard. Not on TT's list -- I checked just today.

ghoward 4y ago

I have a relative that works for FreeTaxUSA. I'll let her know about your request. Edit: my relative says that it's already on the TODO list, but it takes a while with all of the other things they have to do. Edit: sanitized personal information because I'm stupid.

MobileVet 4y ago
+1 for the import. Even if you only do a couple trades a year it can be annoying to type that in. If your broker does a LOT of trading, it is not possible to use FreeTaxUSA. I LOVE the company and the product though, please pass along kudos. what a breadth of fresh air after years of using Turbo Tax. I now tell EVERYONE I know to use them.
- ghoward 4y ago
  Cool, thank you! Your +1 and kudos have been passed along.
selykg 4y ago
Another request for better investment input. It was really bad for me this year. I suffered through it but improvements here would be super welcome. I paid for the deluxe stuff even though I didn’t need it just to put money into the bucket to hopefully improve things.
- ghoward 4y ago
  I have passed your +1 along. Thank you for putting your money where your mouth is. However, I worry that the reason they haven't done it is because of lack of time. They spend a lot of time on finding and stopping fraud. If they didn't need to do that, I'm sure it would get done faster.
  - selykg 4y ago
    Just a humble thank you for the effort to pass it along. It's appreciated.
everybodyknows 4y ago
Some brokers support CSV download of trade info. If FreeTaxUSA could then upload direct from the customer's PC, maybe ask for help understanding column names, that would be good enough for some of us. Tangentially, there are all sorts of good reasons for an investor to want a CSV available locally anyway. Analysis of one's misadventures, for a start.
- ghoward 4y ago
  Thank you, I will pass this along.

everybodyknows 4y ago

> investment sales stuff, maybe with import capabilities or something ... Consider that this requires cutting a separate deal with each individual brokerage. Even TurboTax omits some big ones e.g. Vanguard. Not on TT's list -- I checked just today.