This functionality worked as expected in the 2024 software but does not appear to work in 2025.

In the 2024 version, the “Brokerage Statement (1099-B) Summary Table” included all transactions entered on the worksheet. That table pulled in both:

• Line-by-line entries from the Quick Entry Table, and

• Transactions summarized in the Form 8949 Reporting Exception Transaction table, allowing us to aggregate proceeds and basis for Code A and Code D transactions.

In the 2025 version, the summarized Code A and Code D transactions are no longer included in the Brokerage Statement Summary Table. This significantly reduces the usefulness of the table as a reconciliation tool against the actual 1099-B.

Was this an intentional change? The 2025 software also appears to introduce an additional summary section on the 1099-B worksheet titled “Form 8949 and Schedule D Totals.” It is possible that this programming change unintentionally altered the behavior of the Brokerage Statement Summary Table.