buelfarm
Level 3
03-05-2023
08:40 PM
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On Saturday, I had clients arrive with 16 pages worth of stock transactions that will have to flow from Sch D input to Form 8949 ... they presented me with an email from their brother which says: "To my delight, the H & R Block software I am using knew of Folio, linked to their site with 2 numbers provided on my 1099 from Folio, and fully uploaded and populated all the fields needed - 1099-DIV, 1099-INT, and 1099B. In seconds, it was all there and all I did was review each page of entries for accuracy."
Wow ==> does anyone have experience with uploading $ info from Folio to our ProSeries software? I've always been inputting page after page, manually ...
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