1099-B Long List Import function

Forum|Forum|6 years ago
February 28, 2020
1 reply
13 views

Is there a function in intuit pro that allows me to log into my client's stock account, then download and copy all the entries of his 1099-B short term / long term stock purchased/sold in 2019 so I don't have to enter them 1 by 1?

Thanks

ProSeries Basic

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Best answer by abctax55

I don't use PS, but that's the concept. And for covered sales, you don't have to attach anything. Be sure to account for any wash sales.

YVW

abctax55

Level 15

I don't know if Basic does that..

BUT, why not just enter totals, then scan/attach the details. You'd only need to do that for uncovered sales.

HumanKind... Be Both

K

kzaccountingllcAuthor

Level 3

So in this case would I not bother enter the details in schedule D, but instead do it under the short term capital gain / loss with basis and selling price (total), then do the same thing for long term, and then under misc option A, check yes that I'm attaching one or more statement to form 8949?

Thanks

abctax55Answer

Level 15

I don't use PS, but that's the concept. And for covered sales, you don't have to attach anything. Be sure to account for any wash sales.

YVW

HumanKind... Be Both

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