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Level 3
January 31, 2026
Question

ASSET SALES WORKSHET SUMMARY NOT CALCULATING

  • January 31, 2026
  • 1 reply
  • 5 views

The amounts entered in the Form 8949 Reporting Exception Transactions that bypass the 8949 and could be entered directly on Schedule D are not added in the summary section of the asset sales worksheet to reconcile Schedule D totals with brokerage statements.  This has always worked in past years and was a convenient way to tie brokerage account statements with Schedule D.  

1 reply

Just-Lisa-Now-
Intuit Community Champion
February 1, 2026

I saw this mentioned a couple weeks ago, I had hoped it would be fixed in an update somewhere along the line, I havent had any returns with stock transactions yet, so I havent noticed.

@Kathi_at_Intuit  is this a function that we can expect to see ?  I think it worked right last year.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪