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Level 5
March 23, 2023
Question

Can I get some advise on entering RSU and ESPP transactions into Proseries data entry forms?

  • March 23, 2023
  • 1 reply
  • 8 views
I have 31 transactions and they are not all appearing on the table showing the amount included in W-2's.  Number 28 transaction is Identical in every way to number 29 but #29, 30 and 31 are not appearing or being added into the total.  I tried entering just the amounts into the total where allowed but still  not changing the total. Going Bonkers!!!  🐵 Please any Ideas!  Thanks
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1 reply

dkh
Level 15
March 23, 2023

Table ?   as in 1099B Worksheet ?    Maybe start another 1099B worksheet for transactions 29-31.  It's all going to get totaled together on Sched D.

Skylane
Intuit Community Champion
March 23, 2023

Can you just summarize and attach 8949 pdf to the efile

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