pc321
Level 3
‎02-04-2021 10:36 PM

ProSeries significantly changed the input boxes for Form 8949 for the 2020 tax return.  Where can I find a tutorial on how to input data into the new Form 8949?

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Just-Lisa-Now-
Level 15
Level 15
‎02-05-2021 06:19 AM

Use the 1099B worksheet, quick zoom button at the top of Sch D.   If yuo scroll down a ways, its similar to the old Sch D entry screen


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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pc321
Level 3
‎02-05-2021 07:04 AM

Thank you,

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TAXMANPAT
Level 2
‎03-01-2021 06:01 PM

Are you required to attach a .pdf of 1099-B if you are eligible to use "FORM 8949 Form exception transactions"? 

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Tom Schad
Level 3
‎03-02-2021 08:14 AM

Waiting on above answer as well  -A and D  transactions with no adjustments-need to attach PDF  even though we are providing brokerage account and federal ID#'s

munzjoh
Level 2
‎05-17-2021 04:43 PM

Yes, but it was ridiculously hard to find  (until I found it).  ProSeries drives me nuts sometimes.

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