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Thanks for clarifying and including the screen shots. I think I got points #1 and #2, but my response wasn't clear enough.You are correct that the 1099-B worksh...
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Hi@TaxGuyBill, thanks for the feedback.First, make sure you've updated to the latest release. The "add another" option on the 1099-B worksheet has been in place...
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Yep. Any asset sale, unless it's connected to a business or rental property, goes on the 1099B worksheet. (Assets used in a business or rental are reported on t...
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A colleague brought this thread to my attention recently, so I thought I'd hop on to share some of the reasons we decided to "fix what wasn't broken" 🙂The inve...
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If your client is not required to file Form 1116 (under the $300/$600 limit, all foreign tax on 1099s/k1s, etc.), then you don't need this information. You can ...
