Is there a way to sort stock sales by date?

Forum|Forum|3 years ago
March 17, 2023
2 replies
31 views

Clients moved from NY to NJ last year. In order to finance the purchase of their new home before selling their old home, they had a ton of stock sales. Is there a way to sort these sales by date so that they can be more easily allocated to the proper state?

ProSeries Professional

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Best answer by TaxGuyBill

I've heard that some brokerages allow the client to download all transactions in CSV format. If that is an option for your client, all you would need to do is open that up with Excel and sort by date.

Just-Lisa-Now-

Intuit Community Champion

Youd have to look at the 1099B and make a summary entry for those sold before XX date and an other for those sold after XX date, then allocate those totals to the right state.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

S

SkiGirlAuthor

Level 3

So there's no sort feature built into the program for the 1099-B worksheet? All the 1099-B's have the sales listed alphabetically. Having to sort those sales out transaction by transaction will take forever.

IRonMaN

Level 15

Ask the client if he has monthly statements from the broker. You should be able to see what the year to date gains and losses were before the move.

Slava Ukraini!

T

TaxGuyBillAnswer

Level 15

I've heard that some brokerages allow the client to download all transactions in CSV format. If that is an option for your client, all you would need to do is open that up with Excel and sort by date.

S

SkiGirlAuthor

Level 3

Thank you for that information. I will ask the client to find out if his brokerage firms have that feature.

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