Enter data for substitute broker statements

Follow these steps to enter data and create the substitute broker statement.
  1. Go to the
    Income
    screen in the
    Income
    folder and select the statement window button for the
    Capital gain / loss
    field.
  2. Enter
    See attached
    along with any necessary descriptive information in the
    Description
    field.
  3. Enter the total amounts of capital gains and losses.
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