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Form 1099-B broker statement

Maureen3
Level 2

Is there a way to upload a broker Form 1099-B instead of entering hundreds of transactions?

 

 

 

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5 Comments 5
IRonMaN
Level 15

You only need to enter totals for transactions that the IRS was provided cost


Slava Ukraini!
Maureen3
Level 2

There are 44 totals to enter with a lot of wash sales. Many of the different totals need to be split between disallowed wash sales and losses that are ok. Is there an easy, quick way to enter all this?

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George4Tacks
Level 15

Yes, No, Sorta?

https://proconnect.intuit.com/community/individual/help/importing-information-from-excel-csv-or-xls-...

but there is no import column for wash sales

If you would like to see this added vote for it here https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/include-wash-sales-in-schedule-d-i...

 


Answers are easy. Questions are hard!
Terry53029
Level 14
Level 14

On schedule D there is a box that you are attaching brokers statement instead of filling out details. checking that box should trigger form 8453, witch you will mail to irs after the return is accepted. You also have to summarize on the 1099B worksheet. 

sjrcpa
Level 15

You can avoid the mail by attaching it as a pdf and efiling.

The more I know, the more I don't know.