Importing into TRX (TaxWorks)

[Kea]

I finally started on my summer project of learning how to import 1099B info into TRX. I used the RedGear Knowledgebase link that was posted earlier. When I searched for "Import 1099B," I found the link I wanted (Importt from Excel into grids). But I also found instructions for importing K1s (when you prepared the entity return also) and Kiddie tax info (from the parents to the child). I never knew these were available in this software!

Granted, I haven't tried these out, yet so not sure if these are features that are only available in the package directly from Red Gear. I'll be playing with the 1099 Import tomorrow (I've already seen someone report that that one works).

Anyway, here is link to the search results I got. Lots of fun options!

http://support.redgeartech.com/index.php?s=import+1099B&cat=5

[Crank]

Thanks Kea,

Let us konw how it works out for you.