bulk transctions on 1099B

Forum|Forum|5 years ago
April 22, 2021
2 replies
6 views

I know there is a way to not enter 34 pages on transactions from a 1099B. I need to find out how.

Thankyou

Lacerte Tax

This topic has been closed for replies.

abctax55

Level 15

4 lines

ST - Covered (force Short Term

LT - Covered (force Long Term

ST - Non Covered (force Short Term)

LT - Non Covered (force Long Term).

For the last two, it is advised to scan the details & attach as PDF. Some folks like to run with scissors & skip that step. YMMV

HumanKind... Be Both

IRonMaN

Level 15

"Some folks like to run with scissors"

I like that line. Mind if I borrow it from time to time? 😁

Slava Ukraini!

abctax55

Level 15

Sorry... I forgot to send you your royalty payment for the use of "running with scissors".

I'll do better, promise 🙂

HumanKind... Be Both

Drphibes

Level 6

Weird Al wants his Royalty for Running with Scissors (I knew the guy in college). Anyway, I have a help in with Lacerte where I had a Lacerte client file (emailed) to the home office that was 46mb large and would not e-file (there seems to be a 20MB limit). Deleted all the attachments and added a single 485kb page (only one to show up in EF page) of the non-basis sales and the created e-filed file, was still 46MB. Looks like the delete is not working in this latest version as of 4/23/21 Thailand time.

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