The 2025 format for entering 1099-B Info (Asset Sales Worksheet) is ridiculous. The prior years' format seemed to follow the format of most 1099-Bs received (asset name, sales date, acquisition date, proceeds, cost). This new format makes you jump back and forth on the original document if you're tabbing through the fields on the Asset Sales screen, or you have to keep using the mouse and repositioning on the input screen if you're following the format on the 1099-B resulting in too many chances for error. Go back to the original format
Bit surprised/annoyed when I first saw it. Most transactions today will be A or D and summarized... The quick entry table is just rearranged... I think it's just a matter of getting used to it and expect (hope) the workflow will be more efficient. Jury's still out but keeping an open mind... I thought the old workflow was pretty cumbersome.
Terrible! and the worksheets to tie back to 1099-B not listing sales that are coded as 'A" or "d" unless you have some kind of adjustment. Obviously actual users are not asked for their opinions. Would also have been nice to see calculated gain or loss next to the input lines for immediate verification of your input.
Terrible. Does not match a single broker's statement order. Almost all brokers statements either start with the sale date, or the name of the stock. Nothing starts with the selling price. Please change this back to the old format, or explain the reasoning for changing it.
Schedule D Capital asset worksheet not calculating correctly. Top entries for exception reporting not flowing to 1099B summary worksheet top of page 2 which makes the ability to tie all entries including those in Quick Entry to the IRS Form 1099B. Same issue they had year before but was corrected. Spent over one hour with tech support but programmer doesn't get it as Schedule D calculates correctly. But the tool we as preparers use to verify 1099-B totals is USELESS as is. So frustrated and wasted my morning one more time. Hit roadblocks for 2024, gave me same answer then lo and behold they got corrected.
