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Excel input file for Schedule D transactions

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Excel input file for Schedule D transactions

Excel input file for Schedule D transactions

I have found that the financial data file conversion left a lot to be desired.  If any of your clients have significant number of trades throughout the year it may be easier to upload the data if ProSeries Professional will allow us to input the file as an Excel spreadsheet.  

2 Comments
Level 15
Level 15

If you have a significant number of trades, you can summarize them on Sch D/8949 and attach the excel PDF.

Level 2

That makes sense, but what about transferring the correct amount to the state returns.  Its easier if everything were in the detail entries.