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wmcalpine1
Level 2
April 2, 2021

Import of Schedule D Stock Transactions into ProSeries From CSV File

  • April 2, 2021
  • 1 reply
  • 8 views

I received a .csv Excel file from a client that contains 2020 stock transaction details for import to Form 8949 entry table.  How do I import the data from the .csv Excel file into ProSeries?  I have the Professional edition.

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    1 reply

    T
    Terry53029Intuit Community Champion
    Intuit Community Champion
    April 5, 2021

    Don't believe so

    W
    wmcalpine1Author
    Level 2
    April 5, 2021

    Terry53029 - thank you for your reply.  I interpret "Don't believe so" as I cannot download 2020 Schedule D stock sale transaction data into Form 8949 from a .csv file.

      T
      Terry53029Intuit Community Champion
      Intuit Community Champion
      April 5, 2021

      No, but if your client has all covered transactions you only need to enter short term and long term totals on the 1099B worksheet. No need to attach statement or mail them.. 

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