Intuit_Devin
Employee
Employee

Hi @TaxGuyBill , thanks for the feedback.

First, make sure you've updated to the latest release. The "add another" option on the 1099-B worksheet has been in place for at least couple of releases now, so you should be seeing that. And just an FYI, it's optional to add a name for the worksheet, so you can skip that step when opening it from Schedule D if you don't need to reconcile multiple account statements. Also, if you use "Find Form", you can locate the Form 1099-B Wks under the list of Schedule D form, or by just typing "FB" as pointed out below for Proseries Professional Edition. (The "FB" method works for Professional and Basic.)

Regarding the "Where Do I Enter", as well as the "Checklist" of "Income" forms, thanks for bringing that to our attention. Those should show the 1099-B worksheet as well, but I just tried it now and see that they are not. We'll need to do some investigation into why these two navigation elements don't seem to be working. 

 

0 Cheers