All ideas

Add a setting to Manage Investments for users to toggle between viewing investments and viewing activities for investments.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The user interface for adding capital accounts, activities and scenarios don't seem like they need a full screen for these categories thus adding ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Capital gain/loss OR 1231 gain/loss (can’t remember which one seems to have this presentation issue) shows up in the proceeds columns of the Form ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule G, Part II & III – We would like the numbers to automatically pull into Part VIII. How will this idea help you and potentially others...

In the template to add your investments.(Column B - Entity types (Required) ) should include the same list of what is found in the app under Manage Investments > Edit Investments > How is this entity treated for U.S. tax purposes? See image.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Prepare State E/S Vouchers & Filing Instructions for 16 states. We'll do this over a 2 month period and in batches. See the attached excel s...