JaUrbanski
Level 3
02-05-2021
02:21 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Since you were helping with changes, I have another question about data entry on the 1099B worksheet:
Why does the 1099B worksheet no longer "remember" names of assets? If a client has both a ST and LT transaction entry, you have to re-type the entry. ProSeries used to bring up a list of assets in the capital gains worksheet to allow you to choose a name you have already typed.
This is different than the Schedule B worksheets where Pro-Series will "remember" account names that show up when you start typing a name! Add this to 1099-B worksheet please! I would rather by a tax analyst than a typist.