ramras_8
Level 3
02-22-2021
10:08 AM
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The 2019 version of ProSeries Basic allows us to enter the aggregate total of the transactions by category ( Box A, B, C or D) on the worksheet without entering any data on the Date Sold and Date Acquired boxes so long as we mark the holding period as either S ( for short-term) and L ( long-term). On the 2020 version, I can enter " VARIOUS" on the Date Acquired box but it requires a specific date input on the Date Sold box. Last year, if the client has numerous 1099-B transactions, I just entered the Summary total and then paper filed the details using form 8543.
Is there a work around to bypass the "Date Acquired" box without the program giving an error?
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