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mikec610
Level 3
February 23, 2021
Question

Filing a 1099-B

  • February 23, 2021
  • 1 reply
  • 19 views

I have a client with numerous stock transactions. How do I summarize the numbers and then attach the 1099-B as a PDF in Pro Series Basic. 

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1 reply

TheShyTaxLady
Level 3
February 24, 2021

I am looking for the answer to the same question. 

Client has a 1099-B from Robinhood that is more than 30 pages long. The transactions are summarized: Proceeds, Cost basis, Wash sale loss disallowed, and Net gain or loss - which is great but if I summarize the information, ProSeries still asks for Date sold and Date acquired. Since it would be a summary of transactions, I'm not sure what dates I would list. 

I'll keep searching... if I find something, I will come back and share.

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