Anyone having dowload D and D1 from MB/Penson

Discussion in 'Trading Software' started by Mark2m, Mar 21, 2010.

  1. Mark2m


    Problem is 4 pages of D & D1 information with 2 minor accts with MB/Penson Financial Services. Getting incomplete electronic 1099 without DATE purchased and Total Amount Purchased. Trying to import information to Turbo Tax: Options are to go directly to Penson which is the only option, since seperately will not create a TXF file (as IB does).
    Problem is incomplete information goes directly to TurboTAx schedule and information cannot be adjusted or removed without overriding every missing input. Plus capital gains or losses and wash sales can only be adjusted by myself, all 4 pgs of entries.
    So far Penson indicated that they only supply DATE sold and $$ received, although hard copy 1099 has both transactions, and hopefully correct 1099B. Still awaiting call back from MB after 5 business days.
    Has anyone else had this problem? I would normally run to IB but I already have 4 accts with them.