NJ_EA
Level 3

Our Private Foundation reports hundreds of stock sales every year.  Up until 2020, I was able to enter total lump sum totals of the gains or losses on Part IV of the 990-PF, but now the program requires each sale be entered - it insists that I list each acquisition and sale date, I can no longer enter "various" or leave those lines blank. 

IRS permits me to show lump sum totals (pg. 22 of 990-PF instructions), why doesn't Pro Series allow it?

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