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askcpa's Posts

The reason I'm asking is that because the tax programs's FIDO (financial Institution download) is not working & I have ended up with 2 homebase files on one client, one has the manually entered Sch D... See more...
The reason I'm asking is that because the tax programs's FIDO (financial Institution download) is not working & I have ended up with 2 homebase files on one client, one has the manually entered Sch D trades (there are scores of them!) and his other file has all is other tax forms completed. So how can I merge the two without having to re-enter one or the other ? Thanks!