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Investing and taxes.

Ronald1955

I starting using Quicken in 1994. As a very active day trader, I have never had accurate tax reports from Quicken compared to factual reports from Brokerage that I take to my accountant. I now just download my daily data into Quicken and I know account balances will not match in Quicken. I often use last in . first out compared to first in, first out.

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Quicken Anja

Hello @Ronald1955,

Thanks for sharing!

Just to clarify—are you asking for help with investment tax reporting in Quicken, or just sharing your experience?

Thank you!

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