Re: Schedule D Form 8949 Asset Sales Worksheet is WRONG

Snickers2020

Attention: All preparers....Please review your Form 8949 Asset Sales Worksheet (Formerly Form 1099-B Worksheet) The reconciliation summary form at the bottom of the page is not calculating correctly. It is leaving off the "normal stock transactions" that do require any special entries or adjustments. Therefore, when you review the return and reconcile client brokerage statements to the summary, it is wrong. I spent THREE HOURS with support today to be told that the form works properly and they can do nothing. The programmers at Intuit do not understand how reviewing a tax return works. Please contact INTUIT and make your voices heard that this is NOT OKAY. Such shoddy programming should not be acceptable for this expensive Pro Series software. I have used this software in my practice for over 30 years and am very disappointed. MAKE YOUR VOICES HEARD and make INTUIT SOLVE THIS!

IntuitKatie

@Snickers2020 Development is currently working on a fix. We appreciate your patience while they work to resolve this.

sariscpa

I, too, have been using Proseries for 30+ years. This happens every year with this worksheet. You would think they would address it early on in the season since they know it's an issue in prior years. It really is very frustrating. Proseries, you can do better!