Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Form 8949

pc321
Level 3

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?

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Best Answer

Accepted Solutions
Just-Lisa-Now-
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

5 Comments 5
Just-Lisa-Now-
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♥¸¸.•*¨*•♫♪
pc321
Level 3

Thank you,

0 Cheers
TAXMANPAT
Level 2

Are you required to attach a .pdf of 1099-B if you are eligible to use "FORM 8949 Form exception transactions"? 

0 Cheers
Tom Schad
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

munzjoh
Level 2

Yes, but it was ridiculously hard to find  (until I found it).  ProSeries drives me nuts sometimes.

0 Cheers