Melathome
Level 2

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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