George4Tacks
Level 15

You may want to try the import feature https://proconnect.intuit.com/community/import-or-export-data-files/help/how-do-i-import-stock-trans...

Tedious to set up xls file, but it does work. 

Here is the layout - Create without the headers - they are assigned in the import - Last column is 1 IF there is an attached list - Next to Last is 2 to indicate that there is no 1099B

Sch D Import.JPG


Answers are easy. Questions are hard!

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