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I want to download each 1099B into separate 8949, is ProSeries able to do this and how?
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8949s are completed for each type (long term, short term, covered or not, etc) of sale, not for each brokerage/1099B.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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The top of the input form, it asks for company name, account number EIN.
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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If youre importing the 1099B from the brokerage, I dont know it it uses the 1099B worksheet (Ive never imported anything), I thought it just put the figures on the Sch D and the correct page of the 8949.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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If you have not imported before, and you start, you will be disappointed. It is a disaster. The program who coded the form should be fired. I have a client with several transactions and brokerage. Several trial and errors, and calling tech support who were not helpful. It took me 4 hours to get everything done. It works if you have one form and one brokerage.
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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There is no field for disallowed losses.
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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yes
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Here is the Help article for Wash Sales:
Don't yell at us; we're volunteers