davidmartintaxm an
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02-15-2021
05:24 PM
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On the updated 1099-B worksheet for 2020, ProSeries requires a date sold, even if I only have the information of short or long term available. Before, I was able to just enter the holding period. Is there a way around needing the exact date sold? This will be a major hassle this tax season to try to track these exact dates down for certain clients with a high volume of purchases and sells. Thanks for any information.
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