SCHEDULE D RECONCILIATION

LAHCPA1

ProSeries - PLEASE FIX - The capital asset sales worksheet does not properly carry the Form 8949 reporting exception transactions down to the Brokerage Statement summary table, making it time consuming to confirm everything agrees to brokerage statement. In addition, the Form 8949 and Schedule D Totals table does not give grand total.

This was a very good feature last year. Please fix for the 2025 program as soon as possible.

Kathi_at_Intuit

Hi @LAHCPA1 great to see you in the Community and thanks for posting about the transactions not carrying down to the Brokerage Statement summary table. We would recommend reaching out to ProSeries Support. They would be better suited to assist with this. If there is a need to report this to our development team for further review, our support staff will be able to start the process.

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BethP

Yes, this helps preparers and reviewers.

Kathi_at_Intuit

Hi @LAHCPA1 It looks like someone else has reported this and it has been passed a long to our Support for review.

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