Like the title says, from the filing process and tax questions to tax policy and reform, you can search and share All Things Tax here. This is the place to find answers to all your general questions that don't fall under the other categories. And just a reminder: questions about software or online filing should be posted in DIY Products.
03-15-2014 09:07 AM
When I attempt to import a txf file for the details on stock trades the software staes in can not find any 2013 data. The file will import correctly into Turbo Tax. The file detail seems to meet the standards for a V042 file. Any solutions?
Solved! Go to Solution.
03-17-2014 09:59 AM
New_Old_Dog,
Welcome to the Community. I would recommend calling our digital client support team to troubleshoot the issue. They can be reached at 1-800-HRBLOCK (1-800-472-5625).
JerryG
Community Manager
03-17-2014 05:23 PM
The issue has been resolved in my case. The txf file which was provided by my brokerage firm contained an error for each record in the file. By changing the type to TD from TS the records were imported without an issue.
One can open the txf file with note pad and info should look as follows:
V042
AMy stock data
D 02/28/2014
^
TD
N321
P100 shares of IBM
D4/3/2008
D2/1/2008
$4000.00
$3000.00
^
In my file the type was TS (for summary record) versus TD (for detail). It appears Turbo Tax ingores this issue.
03-18-2014 09:10 AM
New_Old_Dog,
Thanks for sharing. Good to hear you got the issue resolved.
JerryG