tlsmith
Level 1

robot says go to Capital Gain(Loss) Transaction Worksheet like did in 2019.  I cannot access that worksheet in 2020 Sch D

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Just-Lisa-Now-
Level 15
Level 15

Just use the 1099B worksheet at the top of Sch D, scroll down past the brokerage info and you''ll find a entry screen similar to the old Sch D.  Use 'Inherited' as the purchase date and it will mark it long term.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dslamb61
Level 1

I really need to know how to handle this.

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tlsmith
Level 1
follow Lisa advice. It works.