I have a client who brought their tax information including a Wells Fargo Investment Account with 74 pages of short term trading on the 1099B. Entering the detail into the Proseries software would take me weeks. Can I enter summary totals in the software and attach a pdf. of the 74 pages? God, I hope so....
Best Answer Click here
This discussion has been locked. No new contributions can be made. You may start a new discussion here
Yes! You can summarize and attach as a pdf.
Yes! You can summarize and attach as a pdf.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.