Schedule D import

[Tom Poje]

well, of course, maybe.

but at least I'll give it try on how to import all that ugly nasty data into the schedule D.

you have to have a file 2pagetwo.3x8 [note, its 3x8 because its a 2008 import. last year it was 3x7]

since you can't attach a file like that on benefits link I renamed it 2pagetwo.xls so you have to rename it back.

doesn't really matter where you store the file as long as you remember where you stored it.

you have to have a file that contains all that useless schedule D info.

I have included a file named schedule D. All you need do is simply edit the names and amounts in the file.

Extremely important is the far far far column AK. you have to have the 3x8 (with the tilde) for every fund you want to import.

finally, I included a powerpoint walk through with screen prints (as best as I can do)