Uploading Client Data

[hcliston]

I have a client with many financial institutions and hundreds of stock trades throughout the year.  

In ProSeries Basic, is there any way to import that data directly into the program, so I don't have to do all the typing from her 1099-Bs and other forms?

[IRonMaN]

You do realize that you can enter totals from the 1099Bs instead of entering all of the individual transactions?

[abctax55 · Accepted solution]

What Jeff said... especially for covered transactions.  For non-covered you can still enter totals, but need to scan/attach the backup info. Or snail mail.

You do have to break out S/T & L/T.  Plus watch for any wash sales.

[elaine2]

I am having trouble downloading the data from Fidelity into my professional intuit.

I have tried several and only two of the three dividends transferred and none of the stock transactions.

[IRonMaN]

In the 3.2 million hours that have been eaten up by people fighting to download 1099s, a lot of those returns could have been finished up long ago if they were just manually entered.