Right. My issue is with clients who bring up to 7 separate brokerage accounts, so I would have to add 7 short term sales & cost basis, 7 long term proceeds & cost basis, while separating out those that are not reported to IRS. A computer can do that so much faster. In previous years, I could still check Schedule D because all the information was on one or two pages, not umpteen worksheets.

I love how Proseries summarizes all 1099-Rs in a printout. I live in a town with two colleges, and have many retired professors. TIAA-CREF for some reasons separates contracts, so up to a dozen or more (one client, a couple, has 15) 1099-R's get sent to a client. It's tedious to enter all that information, but I love the Proseries summary that helps me check the accuracy of my entries.