Question
Best Practice for Entering Stock Transactions in ProConnect
Curious of the best practice for entering stock transactions for:
-stock sale
-sale of personal residence
For stocks, I believe it is simply navigating to the disposition screen, entering basis, sale amount, and then I typically override either 1 or 2 to classify as short or long-term, and that's it.
Same for home, except I go to the home sale screen and mark the 1099-S received as well as home sale exemption since they were eligible. Wanted to confirm.
