Capital Asset Sales worksheet

Forum|Forum|5 months ago
February 4, 2026
2 replies
11 views

When input data into Box A and/or Box D the numeric values do not populate the Brokerage statement(Form 1099-B) summary statement nor the Form 8949 and Schedule D total section. However the date input into box A and D do populate schedule D.

I checked 2024 Proseries and it does it correctly inputing numeric values to Box A and/or D does populate the Brokerage statement on page 2 and Form 8949 and Schedule D Totals, there table further down on the worksheet.

I checked with Proseries tech support and they dunno???

Cab someone test this scenario and provide me with feedback

ProSeries Professional

Just-Lisa-Now-

Intuit Community Champion

Its been mentioned several times in the past couple weeks, that the totals are not including the covered transactions in the total on our summary screen, so it makes it tough for us to tie it back to make sure we got everything on the statement.....I think I tagged a Moderator on a previous post.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

P

powertax1Author

Level 3

I figured I was not the only one with this issue. I completed an incident report with Intuit and forwarded the worksheet in question to them. Hopefully, they will resolve it soon.

IntuitKatie

Moderator

@powertax1 Thank you for reporting! We have passed this along to development. We appreciate your patience while they work to resolve this.

D

davidwashington

Level 4

The summaries for each 'account' was (until fixed) one the advantages over other software which requires reconciliations in a spreadsheet or something else. Now I have to manually reconcile.

Until then, more time less efficient