can you download dividend data into excel

Related products:ProSeries

Forum|Forum|3 years ago
March 26, 2023
4 replies
10 views

Client has many brokerage accounts with multiple mutual fund holdings. I would be a helpful check if entered dividend data could be downloaded to excel to verify all data is entered correctly. Is it possible?

Can you put check marks/review tick marks on entered data

Input Workflow

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dkh

Level 15

ProSeries Professional does not have option for tick marks.

Are you asking if you can download from the tax return into an excel spreadsheet? Don't think so.

Can't you just check the brokerage report totals with return totals ?

N

Nu1Author

Level 2

I could... IF the brokerage report gave totals! Instead, Capital Group-American Funds has over 20 funds listed on their 1099-DIV with 15 columns of various data.... and no totals.

dkh

Level 15

Well that s**ks. Can the brokerage company send you an excel worksheet. ?