I have a client with about 150 stock sales. I am using ProSeries Basic. Is there an easy way to report the sales without typing in the details one by one?

Forum|Forum|6 years ago
December 7, 2019
1 reply
14 views

There are 150 sales, but about 50 if you just count the subtotals. The broker is Apex Clearing--no upload capability. Is there an easy way to report the sales or do I have to type in the data?

ProSeries Basic

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Best answer by abctax55

Enter totals x 4:

Short term covered / short term uncovered - scan & attach

Long term covered / short term covered - I scan & attach these too, altho if *covered* you supposedly don't have to.

abctax55Answer

Level 15

Enter totals x 4:

Short term covered / short term uncovered - scan & attach

Long term covered / short term covered - I scan & attach these too, altho if *covered* you supposedly don't have to.

HumanKind... Be Both

Just-Lisa-Now-

Intuit Community Champion

I'm a rebel, I don't attach anything. As long as the gross proceeds match, there wont be any CP2000, and nobody is going to look at those attachments.

I did attach an 8949 from Cointracker for crypto currency transactions, since it didn't come from a brokerage and I summarized on Sch D.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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