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SCHEDULE D

Susana370
Level 3

how is a wash sale entered in the sch D worksheet

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2 Comments 2
Karl
Level 8
Level 8

In which software?  In Lacerte, it's right here

Screenshot 2021-03-17 222052.jpg

 

You posted this in the "Practice Advice" forum. Just an FYI to future, there are forums for each software and you'll get more relevant help in those.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
Susana370
Level 3

thank you for your reply, I am so glad that some one answered

The software is ProSeries.

After looking at my options, I entered the summary in the 1099B worksheet in the "quick entry table, which allows for the wash sale. I  forced date entries to reflect S or L  holding periods. The 8949 prints in summary with the correct Codes. I will attach to the return the detail Brokerage statment.

Once again thank you for looking at my question.

The best to you