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Importing 1099-B transactions from cvs file

cpa72
Level 3

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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1 Comment 1
Skylane
Level 11
Level 11

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