Entering Summary Info from 1099 B and attaching a .pdf file

Forum|Forum|5 years ago
February 25, 2021
5 replies
30 views

Has anyone had trouble with the new 1099 B worksheet? I am attempting to summarize transactions from the Form 1099 B and input it on the 1099 B worksheet. I cannot seem to find a way to do this without an error in the date sold field that ProSeries says I "must fix". I called technical support, but unfortunately, was connected to a tech that did not understand the concept of reporting sales.

Every tax season, I think I am going to convert to another provider, but tax season rolls around so fast that Ive found myself using this deteriorating company for an yet another year.

ProSeries Professional

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IRonMaN

Level 15

If you are "summarizing" is there a reason why you aren't just using the 4 boxes near the upper portion of the form - long term/short term, proceeds and cost?

Slava Ukraini!

K

kmb

Level 2

i'm confused as well. I have brokerage statements which I am summarizing but they have wash sales. So I'm using the quick entry table to input the summaries by long term & short term. The quick entry table requires a date for the sales date unlike in prior years. If I go to "help" it says if you are summarizing then you can leave the date sold field blank, but the program does not seem to actually allow that as an option.

B

Bucky

Level 2

I just enter 12/31/2020

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