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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 15
    Level 15

    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.