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Brokerage input screen

Brokerage input screen

Instead of having to enter dividends, interest, and capital gains on separate input screens it would be convenient to have those all under one input.

Status:

Vote now if this is a good idea

3 Comments

This is a popular idea, but you need to post it by starting with your software, then the idea exchange for that software.

If you are using Lacerte, vote for this post for input of the Consolidated 1099 in Lacerte

https://accountants.intuit.com/community/lacerte-tax-idea-exchange/streamlining-form-1099-consolidat...

This is for ProConnect. Let's get some votes for the consolidated 1099 in ProConnect!

@TributaryTax As you can see the Lacerte is not getting very many votes. Even if it did, it will likely be years before they implement. If you really want to get it going for ProConnect, post it for ProConnect at https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

It is just generic here and not tied to any of the variety of software.

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