jameskimcpa
Level 1
‎07-26-2021 06:28 PM

Will Proseries provide a shareholder's basis worksheet on Form 1040 starting from the tax year 2021? 

If that is not the case, I will switch my software to other company. 

 

 

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TaxGuyBill
Level 15
‎07-26-2021 06:45 PM

According to the "What's New for 2021", there is no indication they are adding it.  So I guess you should start testing other software.

https://proconnect.intuit.com/community/proseries-tax-news-updates/discussion/what-s-new-in-proserie...

 

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jameskimcpa
Level 1
‎07-26-2021 07:01 PM

I went over the list, and definitely, you are right. Thank you for the quick reply.

I have been a ProSeries customer for the past 8 years, and I don't understant why they don't care about this worksheet for many years. Enough time to add it, but never did it. 

 

 

Just-Lisa-Now-
Level 15
Level 15
‎07-26-2021 07:15 PM

The idea has been "under review" for quite awhile, still nothing.

https://proconnect.intuit.com/community/proseries-tax-idea-exchange/basis-limitation-worksheet-on-10...


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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