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I imported a Brokerage firm year end tax summary and would like to eliminate/delete the 1099B imported entries quickly and efficiently.

GOtaxman

Level 1

Forum|Forum|5 years ago

March 25, 2021

Question

I imported a Brokerage firm year end tax summary and would like to eliminate/delete the 1099B imported entries quickly and efficiently.

Forum|Forum|5 years ago
March 25, 2021
1 reply
4 views

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Lacerte Tax

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1 reply

PamC

Level 6

Forum|Forum|5 years ago

March 25, 2021

When all else fails, go back to the prior year program and rerun the proforma for that client.

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