New for ProSeries tax year 2024: Crypto transaction import

Beginning with tax year 2024, ProSeries now has the ability to import crypto transactions from a 1099-B into ProSeries.

Follow the steps below to import crypto transactions

1. With a client, click Import
2. click 1099B: Crypto Transactions Import
3. Select the appropriate Crypto Service
4. Selected the previously downloaded CSV file containing the transactions and click Next
5. Review the upload details and click Import
6. The transactions will be imported into a 1099-B Worksheet
7. Correct any errors on the 1099-B worksheet