Melathome
Level 2
04-10-2022
11:05 AM
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I received 2 reports from my client one with Capital gains info and the other with Income items. Neither were reported to the IRS. How do I enter the on form 1099B worksheet other than manual entry ? Is there an export w/s from ProSeries I can populate or a format for an Excel w/s I can upload to ProSeries ?
Summary by sale date for manual entry is not practical as transactions occurred on more than 25 days per month.
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