rbynaker
Level 13
05-04-2020
07:47 PM
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My pleasure. A lot of us come here because we like helping people (clearly we must be crazy, so if you know a good psychiatrist...)
It would be great if ProSeries would come up with a 1099-B Wks (like they have for INT and DIV) where you could enter details by broker. With just one broker it's easy enough to enter directly in 1a/8a but I have a lot of clients with multiple brokers and you have to add everything together before you dump it into 1a/8a (or make four different detail lists for LT/ST Proceeds/Basis). Then when I find I've transposed something in review I'm hunting around to see which box it was in. It gets more complicated when you have some T, some S and some J!
Rick