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cpa72
Level 4
March 30, 2023
Question

Importing 1099-B transactions from cvs file

  • March 30, 2023
  • 1 reply
  • 12 views

Hi all:

New client gives me a.cvs file with his stock transactions in it.  How can I import them to ProSeries?

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1 reply

Skylane
SkylaneIntuit Community Champion
Intuit Community Champion
March 31, 2023

Did you get 1099B? Summarize the 1099B on sch D worksheet by codes A-F and attach the spreadsheet to the efile as 8949. Hopefully the spreadsheet reconciles with the 1099B

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