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Filing a 1099-B
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mikec610
Level 2
02-23-2021
04:20 PM
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I have a client with numerous stock transactions. How do I summarize the numbers and then attach the 1099-B as a PDF in Pro Series Basic.
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TheShyTaxLady
Level 2
02-24-2021
05:59 PM
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I am looking for the answer to the same question.
Client has a 1099-B from Robinhood that is more than 30 pages long. The transactions are summarized: Proceeds, Cost basis, Wash sale loss disallowed, and Net gain or loss - which is great but if I summarize the information, ProSeries still asks for Date sold and Date acquired. Since it would be a summary of transactions, I'm not sure what dates I would list.
I'll keep searching... if I find something, I will come back and share.
