Has anyone had trouble with the new 1099 B worksheet? I am attempting to summarize transactions from the Form 1099 B and input it on the 1099 B worksheet. I cannot seem to find a way to do this without an error in the date sold field that ProSeries says I "must fix". I called technical support, but unfortunately, was connected to a tech that did not understand the concept of reporting sales.
Every tax season, I think I am going to convert to another provider, but tax season rolls around so fast that Ive found myself using this deteriorating company for an yet another year.
i'm confused as well. I have brokerage statements which I am summarizing but they have wash sales. So I'm using the quick entry table to input the summaries by long term & short term. The quick entry table requires a date for the sales date unlike in prior years. If I go to "help" it says if you are summarizing then you can leave the date sold field blank, but the program does not seem to actually allow that as an option.