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Zecco.com » General Investing » Tax Matters » Zecco tax forms.
Last post 05-24-2008, 7:29 PM by goldovt2005. 2 replies.
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  •  05-24-2008, 6:35 PM 29751

    Zecco tax forms.

    Reply Quote
        Hello,
    Are taxes easy to do with zecco paperwork, or is it a hastle?
    Will i have to pay 24.99 to get a proper 1099 from zecco?
    David

  •  05-24-2008, 7:15 PM 29755 in reply to 29751

    Re: Zecco tax forms.

    Reply Quote
    You don't need to pay Zecco 24.99 a month; however, you need Quicken.  The same deal with my other account at TDAmeritrade.  All these brokers must have some kind of an alliance against me.  They all can export data into Quicken (for free), then I can go from Quicken to TurboTax without any problem;  just a few clicks and my Schedule D or D1 was done and transferred over into TurboTax.

    If you don't have Quicken, let's me tell you...both Zecco and TDAmeritrade (probably all other brokers too) will not export the purchase price directly into TurboTax, so you have to manually fill in the purchase price one by one.   Note, they will export everything but  the purchase price.  If you have Quicken, they will export everything including the purchase price into Quiken....go figure!   Like I said, they must have some kind of an alliance with Quicken.

  •  05-24-2008, 7:29 PM 29756 in reply to 29755

    Re: Zecco tax forms.

    Reply Quote
    I wanted a form i can goto a tax professional with. Will it be readable by me - a mundane tax person.
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