Re: Import of Schedule D Stock Transactions into ProSeries From CSV File

wmcalpine1 · ‎04-02-2021

I received a .csv Excel file from a client that contains 2020 stock transaction details for import to Form 8949 entry table. How do I import the data from the .csv Excel file into ProSeries? I have the Professional edition.

Terry53029 · ‎04-05-2021

Don't believe so

wmcalpine1 · ‎04-05-2021

Terry53029 - thank you for your reply. I interpret "Don't believe so" as I cannot download 2020 Schedule D stock sale transaction data into Form 8949 from a .csv file.

Terry53029 · ‎04-05-2021

No, but if your client has all covered transactions you only need to enter short term and long term totals on the 1099B worksheet. No need to attach statement or mail them..

Import of Schedule D Stock Transactions into ProSeries From CSV File

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