Form 1099-B broker statement

Forum|Forum|4 years ago
October 13, 2021
2 replies
11 views

Is there a way to upload a broker Form 1099-B instead of entering hundreds of transactions?

Lacerte Tax

This topic has been closed for replies.

IRonMaN

Level 15

You only need to enter totals for transactions that the IRS was provided cost

Slava Ukraini!

M

Maureen3Author

Level 2

There are 44 totals to enter with a lot of wash sales. Many of the different totals need to be split between disallowed wash sales and losses that are ok. Is there an easy, quick way to enter all this?

George4Tacks

Level 15

Yes, No, Sorta?

https://proconnect.intuit.com/community/individual/help/importing-information-from-excel-csv-or-xls-files-using-the/00/3559

but there is no import column for wash sales

If you would like to see this added vote for it here https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/include-wash-sales-in-schedule-d-import-wizard/idi-p/132590

Answers are easy. Questions are hard!

T

Terry53029

Intuit Community Champion

On schedule D there is a box that you are attaching brokers statement instead of filling out details. checking that box should trigger form 8453, witch you will mail to irs after the return is accepted. You also have to summarize on the 1099B worksheet.

sjrcpa

Level 15

You can avoid the mail by attaching it as a pdf and efiling.

The more I know the more I don’t know.

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