- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
When I tried importing several different brokerage 1099 B's the software replaces the initial import with the subsequent import (different firm). Tech support suggested manually entering 2nd and 3rd firm's detail but even Turbo Tax can easily handle this simple task. I was also expecting a separate 1099- B Wks to be created for each upload to validate the broker statements. Suggestions? Thanks.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I too am having this problem in Proseries Basic 2023. It is unacceptable. Did you find a solution to your problem?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Part of the problem could be ProSeries 2023 really won't be out for another year. But as a side note, you do realize that you can just enter 1099B totals for sales that report cost basis to the IRS so you don't need to import a pile of transactions?
Slava Ukraini!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
That's true, but only if there aren't any wash sales or adjustments...then you're required to attach PDF or mailed copies of the detailed transactions. If only a few items perhaps one can break those out and summarize the balance. Would be nice if ProSeries could make this simple fix. In addition one should be able to simultaneously upload the 1099 Int, Div & B data from the same brokerage document in one pass vs three as included with TurboTax. Any suggestions? Thanks.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
If PS can’t handle it, maybe buy a copy do tuurrrrbotax… it’s a whole lot less expensive.