The "answer" did not solve my problem. I have CGs (w/ basis reported) from several brokers that are reported on 1a and 8a. I enter each broker or account totals, only, on the quick access section o...
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The "answer" did not solve my problem. I have CGs (w/ basis reported) from several brokers that are reported on 1a and 8a. I enter each broker or account totals, only, on the quick access section of the input. I would like for ProConnect to add a schedule to my tax return that summarizes the details that make up 1a and 8a since those totals come from 5 or 6 different 1099s. I don't want the details on an 8949 since it's not required in this case. Just want a paper trail. I realize I can prepare that summary on excel and attach it, but I prefer to "trigger" something that causes the software to do it. But, many thanks for your response!