OFX Import Test Accounts for Use by 1040 Tax Software (e.g. Block, Intuit, TaxAct)
Tests
Explanations
- F6217533709352960 - 36 transactions total. 6 reportable in each section of Form 8949.
- F6207207393722368 - Report all sales on Form 8949
- D6207207393722368 - Exception 1
- A6207207393722368 - Exception 2
- S6207207393722368 - Exception 1 and Exception 2
- E6207207393722368 - Exception 1 - using PROCSUM tag ✱
- B6207207393722368 - Exception 2 - using PROCSUM tag ✱
- T6207207393722368 - Exception 1 and Exception 2 - using PROCSUM tag ✱
- C6207207393722368 - Exception 2 - including PDF statement ✱
✱ Not publicized but available if supported by 1040 software