LMK7
Level 1
02-24-2023
08:37 PM
- 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.