Snickers2020
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2 weeks ago
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The amounts entered in the Form 8949 Reporting Exception Transactions that bypass the 8949 and could be entered directly on Schedule D are not added in the summary section of the asset sales worksheet to reconcile Schedule D totals with brokerage statements. This has always worked in past years and was a convenient way to tie brokerage account statements with Schedule D.
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Level 15
2 weeks ago
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I saw this mentioned a couple weeks ago, I had hoped it would be fixed in an update somewhere along the line, I havent had any returns with stock transactions yet, so I havent noticed.
@Kathi_at_Intuit is this a function that we can expect to see ? I think it worked right last year.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪