when importing schedule D transactions from broker exported spreadsheets into Lacerte, how can we differentiate between 1099b reported transactions that have basis reported versus non-basis reported transactions (without line by line editing after importing)?
Are talking about TT or ProSeries?
Where are you importing from? If importing from a broker statement, wouldn,t they all be 1099-B?
Yes they are all 1099-Bs but Jim is referring to the new classifcations on Form 8949 for long-term, short-term, 1099-B with or without basis reported on 1099-B
Edit the spreadhseet first. There is an available column in the import wizard for the field. (1, 2 or 3)
