@Kathi_at_Intuit  there has been a significant unannounced and unexpected change to the capital asset entry and workflow this year. The asset entry workflow no longer follows the standard consolidated 1099 format that most financial institutions provide.

As noted above, the summary totals that we have relied on for the last 5-10 years to verify our data entry are nonexistent in the 2025 software. You now have to search both sch d and f8949 to confirm data entry.

This will become excruciatingly difficult as the clients with multiple 1099s and more diverse and sophisticated investment portfolios present their documentation.  This WILL negatively affect most of us.

Please let us know if a revision is planned, and if so, when,  so that we can plan our workloads accordingly or develop manual workarounds to survive. 

Thanks