bstaxes Posted March 19, 2008 Report Posted March 19, 2008 Program states this sale will be reported on 4797, using asset manager and bulk disposition. I looked at the 4794 and it is blank. Tried forcing part 3 and it is still blank. How do I get the info to the 4797? I can't find any check boxes and have been staring at this for the last hour, boy do I need help. Going to get some coffee, my brain need stimulation. Quote
bstaxes Posted March 19, 2008 Author Report Posted March 19, 2008 Found my answer. It was a matter of clicking in the right order. First use Bulk Disposition and then click on disposition and click on asset to add to bulk. Have to do this for each asset on the asset list that needs to be included in bulk. The coffee helped the brain. Now onto the next problem with IRA's and the 2 different clients don't know how much they contributed or when. Need the amount contributed for NJ because the original contribution was already taxed to NJ. Then on to the third IRA mess where the bank used code 2 instead of code G. Quote
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