Asset Sales Worksheet

Forum|Forum|5 months ago
January 16, 2026
2 replies
38 views

@Kathi_at_Intuit Has there been a case opened for the asset sales worksheet summary tables at the bottom of the worksheet in Proseries 2025 not including items from the "Form 8949 Reporting Exception Transactions" table?

In Proseries 2024 and several prior years, they were included in the summary table so that we could match the 1099-B to the data input. Now they are not included, so it is not functioning as a "Brokerage Statement (Form 1099-B/1099-DA or substitute) Summary Table". It is functioning as a summary of the items entered in the "quick entry table."

Also, on the "Form 8949 and Schedule D Totals" table, the items for Sch D, Line 1a and Sch D, Line 8a, are no longer populating (again from the Form 8949 exception transactions" data entry) and the code W for wash sales entered as wash sales for Box D in the quick entry table show up in Box G rather than Box D.

Thanks!

Kathi_at_Intuit

Moderator

Hi @BethP Thanks for the tag and bring this to our attention. We gave this to development for review and were told that this is still in progress and will be updated in a future release of the program.

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C

curt1

Level 5

Can we please get a status and expected date of fix? This was reported a month ago?

M

markhurst

Level 3

Just chiming in to affirm that this is an important and much needed update to the software. Please incorporate into a future release as soon as you can.

S

snappy

Level 4

Also, no way to check your work when you enter values in the Form 8949 Reporting Exception Transactions boxes unless you only have one brokerage as the values show on Schedule D.

If you have more than one brokerage asset sales worksheet and use the above, then everything gets aggregated on Schedule D and no way to check each brokerage entry values to double check your work. Hope the fix is soon as of this date 2/11/26 no fix or update and the brokerage firm 1099's are flowing in with some major work stopage now because of this.

Kathi_at_Intuit

Moderator

Hi @snappy Thanks taking the time to post this in the Community and for the added information. This has been passed along to development an they are working to fix this.

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