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IMPORTANT PROSERIES PA ERROR/OMISSION

IRunFar
Level 3

I don't know the best way to contact Proseries anymore, but there is a serious problem with capital gains being carried to the PA return.

If you enter the Proceeds and Cost basis into the Form 8949 Reporting Exception Transaction on the 1099-B worksheet; those numbers DO NOT carry to the PA return.  Please fix this ProSeries, they have always carried in the past.

If you enter them down in the Quick Entry table, they do carry.  Users, please beware.

ProSeries, seriously, how does something like this just happen?

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Accountant-Man
Level 13

I don't even know what the "Form 8949 Reporting Exception Transaction on the 1099-B worksheet" is.

I enter everything on the 1099-B.

** I'm still a champion... of the world! Even without The Lounge.
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