Sch D basis reported input

Forum|Forum|1 year ago
February 28, 2025
1 reply
10 views

I have tried to search for this without success. Sure it is a simple answer so thank you.

I am trying to enter Sch D transactions whose basis is reported on the 1099. I want it to show on Part I, Line 1a and Part II, Line 8a. I have done the Exception Smart Worksheet but apparently have done something wrong. The amounts are properly calculated there but it still shows up on Line1b and Line 8b. Any suggestions on what I'm doing wrong?

Also, I have deleted these items from the Capital Gains and Losses Smart Worksheet but the transaction doesn't go away and is now giving me errors. All information was deleted. How do I get these transactions to go away?

TIA!

ProSeries Professional

This topic has been closed for replies.

T

Terry53029

Intuit Community Champion

Did you enter totals on the 1099B worksheet, or did you enter all sales separate ?

N

nancy2Author

Level 6

In total I have entered the ones whose basis were not reported to the IRS under the capital gains and losses smart worksheet and then the ones whose basis was reported I have tried to enter on the Exception Smart Worksheet. So I do have entries that I want to show up on form 8949. The ones that I want to show up as transactions reported on 8949 are appearing properly. Unfortunately the ones I want to only show up on Lines 1a and 8a are still showing up on 8949.

Thank you.

T

Terry53029

Intuit Community Champion

In ProSeries Pro there is only one worksheet. "form 1099B worksheet" What software are you using ?

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