Combine Files

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Please review   Lesson 11 - Combining Brokerage Accounts in our Online Tutorial for a demonstration of this procedure .

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To combine multiple broker account data files into one account for calculating wash sales between accounts:

Note: You must first open one of the data files that you intend on combining before you will get the option to combine under the file menu.

1. Click on File, Combine.

    

2. A popup window will ask you to enter the Tax Year for this combined account file.

    

3. The next popup window will allow you to enter a descriptive name for your file such as "Combined"

   Note: This will name your data file with the tax year followed by the description entered.

    

4. The File Open popup window will then appear allowing you to select multiple data files.

   Note: Hold the Ctrl key on your keyboard while you click on each desired file. This will allow you to select multiple files.

    

5. Click the OPEN button.