Investing and taxes.

Ronald1955
Ronald1955 Quicken Windows 2017 Member ✭✭
edited October 2025 in Investing (Windows)

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
    Quicken Anja Moderator mod

    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!

    -Quicken Anja
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  • Unknown
    Unknown
    edited September 2025
    This content has been removed.
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