Level 2

Question

Bug: Box E/F 8949 transactions not flowing to Schedule D with larger transaction lists

Forum|Forum|3 months ago
March 8, 2026
4 replies
6 views

Fully updated ProSeries Professional.

Observed behavior:

• Large Form 8949 with ~80–100 transactions
• Majority Box A or D
• One Box E (or F) transaction near the end
• Form 8949 shows correctly

Issue:
Box E/F totals do NOT flow to Schedule D.

Testing:
• For 50 transactions, the Box E/F flows correctly.
• If I move the Box E transaction earlier in the list, it sometimes resolves.

This appears to be new behavior in a recent update. I would have noticed this earlier.

Has anyone else seen this?

ProSeries Professional

Just-Lisa-Now-

Intuit Community Champion

I never have more than 5 or 6 transactions on the 8949, I summarize everything so I haven't had an issue, sorry.

Are you using the import option? I have seen some complaints about importing, but Ive never used that feature.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

R

RogersailsAuthor

Level 2

Regardless of input method, the Asset Entry screen captures all inputs correctly. The correctly entered sales correctly roll up into the asset entry summary, but dont roll into the sched D. Can someone tell me that this is acceptable?

ljr

Level 9

me too, if it is not 1 stock or entry I used totals (short term covered, noncovered, long term covered, noncovered) I check the box on schedule d for form 8453 for irs and we send not attach a copy to IRS.

R

RogersailsAuthor

Level 2

1. My client base is heavily loaded with stock compensation requiring multiple forms of adjustment by line item, which would be a pain to fully attach.

I have a tool set that can fully read a 100 page 1099 and pull out stock sales, divs, treasury divs, and a lot of corner cases like short divs etc. They go into a database and get auto keyed into proseries. Start to finish - 2 - 3 minutes, and its more accurate than finding things and entering them than I am.

So why do I do long asset entries? Because I can. And it's fabulous.

I routinely enter 1000 line brokerage statements without fail, unless there are some Box E transactions at the end. The box E transactions are entered correctly, and they roll up into the asset entry summary correctly, but don't make it into the schedule D. Its a bug, plain and simple

I

IntuitKate

Moderator

Hi @Rogersails Have you tried calling ProSeries Support to report this concern?

We recommend calling Support so that they can create a formal ticket and diagnose what you're seeing. It helps us to properly document issues like this, as this community is designed for peer-to-peer resource sharing, and our technical team doesn't monitor these threads for troubleshooting.

Skylane

Intuit Community Champion

INTU did a major rewrite of the 8949 this year because of the 1099-DA. Be sure to check the box at top of worksheet… 1099B, DA, or mixed… it defaults to mixed (though I haven’t seen a 1099DA yet)… It’s also possible there are now entry limitations (that we are not aware of… I’d agree with @ljr … summarize and attach pdf or mail… i guess downside is you won’t be able to present client with a 50 page printed and bound tax filing (lol)…. Good luck with support (sarcastic font)

If at first you don’t succeed…..find a workaround

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