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DKH - I have an hourglass symbol in my Homebase view for just one client in the third column from the left side of the Home base view. At the top of the column ...
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Why do I have "Pending Customer" designation for one client in my Homebase view?
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Terry53029 - thank you for your reply. I interpret "Don't believe so" as I cannot download 2020 Schedule D stock sale transaction data into Form 8949 from a .cs...
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I received a .csv Excel file from a client that contains 2020 stock transaction details for import to Form 8949 entry table. How do I import the data from the ....