Aztectax
Level 1

This questions is a bit in the weeds.  Preparing a return that has a modest amount of investment interest expense.  Taxpayer has adequate non-qualified dividends and other investment income to cover the investment interest deduction and so no need to file Form 4592.  Proconnect Online seems to be handling that part fine.  However, on the back of Schedule D, Line 20, you are directed to either complete the Qual Div and Cap Gain Tax worksheet when no 25% or 28% gains and not required to file Form 4592 (which is this taxpayer's situation); otherwise you default to a No check box and prepare the Schedule D Tax Worksheet.  Although the taxpayer meets the Yes conditions, Proconnect is checking the No box and preparing the Sched D Tax worksheet.  There is no change to the tax calculated because the Schedule D Tax worksheet shows that no qualified dividend income is being used to cover the interest expense deduction and so the tax calculations are the same for both worksheets but technically, Page 2 of Sched D is incorrect.  Proconnect is not producing the 4952 (appropriately).  Is there a way to override something on the 4952 input screens to force the Yes box on Page 2 of Sched D?

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