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Phil 1921
Level 1
March 25, 2026
Question

it is not clear how to enter csv data for schedule d. this used to be easy

  • March 25, 2026
  • 2 replies
  • 11 views

How/where do you input data from csv to update schedule d

 

2 replies

I
IntuitKateModerator
Moderator
March 25, 2026

Hi @Phil 1921, Here is a help article that might help you out: How to import tax data from a spreadsheet in ProConnect Tax.   There are specific instructions for the Schedule D data further down on the page. I hope that helps! If you need more assistance, you can reach out to ProConnect Support. 

sjrcpa
sjrcpa
Level 15
March 26, 2026

Why do you want to?

I stopped doing this on Lacerte years ago. Most sales are covered nowadays and you only need to enter totals for covered sales.

The more I know the more I don’t know.
    IRonMaN
    IRonMaN
    Level 15
    March 26, 2026

    But for folks that like to bill by the pound??????? 😜

    Slava Ukraini!
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