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I am currently organizing my taxes for next year to make it easier for me. I'm doing that on Evernote! Setting up files for each rental property, and putting down categories so I can easily update everything each month. And I'll set up one for the brokerage as well. I HATE doing my taxes, but this will make it so much simpler. How are the rest of you organizing your taxes?
There are different ones Mary....mine's one of the older ones. I see where I can email it....perhaps that's the way to get it to Evernote..through the Evernote address....still checking online for answers. ;-)
FYI Teri Ellis, there's a big difference between the desktop and the mobile version. Desktop *should* download and sync everything (clearly not happening in your case). But the mobile app doesn't download - it just tells you what is there on the server. It will download what you select specifically, and not until you do so. So when you say "it's all there on my phone", it's really just the list from the DB server.