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Good initiative !
Thanks for the alternative. Here are my comments...
I did consolidate my 103 slips (T5008) into 8 groups (by security), as suggested somewhat.
First of all: this was very time consuming: for each of these groups, I still had to sum the numbers of shares, the proceeds of disposition ($$) and the cost ($$).
Then, when I filed through Imponet, it did absolutely require a disposition date , otherwise I would have had to send a paper version!
Lastly, this labour intensive regrouping of slips is, in the end, an alternative that is not entirely accurate, nor attractive. It would be nice to have this "prefill" feature work after so many years!
@user17768015713 Thanks for sharing your input, much appreciated!
Umo5
Level 1
EigenCat
Level 2
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