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There are summary lines on Schedule D (line 1a for short-term transactions and line 8a for long-term transactions) which can be used if you meet the requirements in the Schedule D instructions.  These instructions indicate that individual stock sale data ...

I don't know about you, but it still takes me more time to do a return with a 500 page 1099B than no 1099B/brokerage statement at all. But yes, billing is an art. I speak from a similar experience this tax season when a friend/family-client also started ...

I use QB timer too and have since the 90's.  I will be interested in hearing what people have to say.  I don't want to use manual timesheets.  UGH!!! ------------------------------ Gary Gardner CPA Gary R Gardner CPA PC Richmond TX (281)762-2069 --- ...