Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Importing 1099-B transactions from cvs file
Importing 1099-B transactions from cvs file
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
cpa72
Level 3
03-30-2023
10:05 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi all:
New client gives me a.cvs file with his stock transactions in it. How can I import them to ProSeries?
Labels
1 Comment 1
Skylane
Level 11
03-31-2023
12:07 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Did you get 1099B? Summarize the 1099B on sch D worksheet by codes A-F and attach the spreadsheet to the efile as 8949. Hopefully the spreadsheet reconciles with the 1099B
If at first you don’t succeed…..find a workaround
