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it is not clear how to enter csv data for schedule d. this used to be easy

Phil 1921
Level 1

How/where do you input data from csv to update schedule d

 

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3 Comments 3
IntuitKate
Moderator
Moderator

Hi @Phil 1921, Here is a help article that might help you out: How to import tax data from a spreadsheet in ProConnect Tax.   There are specific instructions for the Schedule D data further down on the page. I hope that helps! If you need more assistance, you can reach out to ProConnect Support

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sjrcpa
Level 15

Why do you want to?

I stopped doing this on Lacerte years ago. Most sales are covered nowadays and you only need to enter totals for covered sales.


The more I know the more I don’t know.
IRonMaN
Level 15

But for folks that like to bill by the pound??????? 😜


Slava Ukraini!