KENSDAVID
New Member

Retirement tax questions

I followed runnerxt2001's guidance.

 

Short version:

  1. You will make the edits in the EasyStep view. (Change the <$0.49 Wash Sales to $0.00)
  2. First you need to identify the transactions to be edited using the Forms view.

Hope this helps - check runnerxt2001's original post for a thorough walk through if not. 🙂