Excessive Stock Sales with 3 different accounts

Forum|Forum|10 days ago
August 6, 2026
5 replies
47 views

My Clients has over 300 pages of Stock Transactions with 3 different Financial Advisors. I want to entry the Short and Long Term totals for each Advisor and attach a PDF file for the individual trades. How do I do this on Schedule D and Form 8949?

Thanks.

Carla

Jim-from-Ohio

Intuit Community Champion

enter totals, no need to send pdfs

C

CBTAuthor

Level 2

Totals where? Proseries calculates the totals from the individual transactions . Do I override and input the totals manually? Thats not a problem, just can not figure out to enter.

Jim-from-Ohio

Intuit Community Champion

Schedule D > Capital Asset Sales Worksheet > Covered, Form 8979 Reporting Exception Transactions, Non-Covered Transaction Entry Table

ljr

Level 9

set up 1 1099-B worksheet for each brokerage account. Then you can enter totals - I use 4 lines

short term covered

short term noncovered

long term covered

long term non covered

sell date 12/31/xx purchase date various

on schedule D there is a box to say you are sending totals separately; you can either scan and attach (I don’t do that) or you can send a copy by mail to Austin TX. or do nothing - if they are all covered transactions the system will match.

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