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- Importing 1099-B transactions from cvs file
Importing 1099-B transactions from cvs file
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cpa72
Level 3
03-30-2023
10:05 AM
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Hi all:
New client gives me a.cvs file with his stock transactions in it. How can I import them to ProSeries?
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Skylane
Level 11
03-31-2023
12:07 PM
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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
