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Level 3
February 15, 2024
Discussion ongoing

1099B worksheet auto fill in product description

Related products:ProSeries
  • February 15, 2024
  • 1 reply
  • 4 views

Before the 1099B worksheet was enhanced a couple of years ago, you could type in the name of the product, for example, Schwab and then on additional lines it would autofill when you started to type the same name.  This works for example on Schedule B or Schedule A (under contributions).

Request that the 1099B also auto fills in name of product.  This would save a lot of keystrokes.

1 reply

Level 7
February 17, 2024

Thanks for the idea to 1099B auto fills in name of product. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  ProSeries Idea Exchange


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