Stock Assistant is a valuable tool to provide a quick entry (spreadsheet style) mechanism for capital gain transactions reported on Form 1099-B Proceeds From Broker and Barter Exchange Transactions. You may quickly add new stock transactions by selecting the bottom table row. A new entry will be automatically created and you may enter all the necessary details. If you need help accessing Stock Assistant, go to our Forms 8949 and 1099-B - Entering Stock Transactions in Program FAQ, and follow the steps for #4 - Stock Assistant for Entering Transactions.
If you need to delete a transaction or modify multiple transactions, check the box(es) for the transaction(s) under Select All/Clear All and click the appropriate link below: