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Form 8949

Level 2

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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Level 15
Level 15

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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4 Replies 4
Level 15
Level 15

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♥¸¸.•*¨*•♫♪

View solution in original post

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Level 2

Thank you,

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Level 1

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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Level 3

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

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