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M
MaryMatt
Level 4
February 17, 2026
Solved

form 8949 & Sch D totals in Proseries Basic

  • February 17, 2026
  • 1 reply
  • 9 views

Is there a way to get the summary options to print in Proseries Basic.  Hard to reconcile to the broker statements with only the Schedule D info.  

Best answer by Just-Lisa-Now-

Its a popular complaint this year, there has been no updates letting us know this is "in the works" so Im not sure when or if we'll see a fix anytime soon.

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community ChampionAnswer
Intuit Community Champion
February 17, 2026

Its a popular complaint this year, there has been no updates letting us know this is "in the works" so Im not sure when or if we'll see a fix anytime soon.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    P
    parvitstax
    Level 6
    March 22, 2026

    Such an odd change to make. Used to be one of my favorite features that the totals matched up perfectly each time. Now the 8949 exceptions cause discrepancies. 

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