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New for ProSeries tax year 2024: Crypto transaction import
by Intuit• Updated 2 weeks ago
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
- With a client, click Import
- click 1099B: Crypto Transactions Import
- Select the appropriate Crypto Service
- Selected the previously downloaded CSV file containing the transactions and click Next
- Review the upload details and click Import
- The transactions will be imported into a 1099-B Worksheet
- Correct any errors on the 1099-B worksheet
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