SCHEDULE D

Susana370 · ‎03-07-2021

how is a wash sale entered in the sch D worksheet

Karl · ‎03-18-2021

In which software? In Lacerte, it's right here

You posted this in the "Practice Advice" forum. Just an FYI to future, there are forums for each software and you'll get more relevant help in those.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*

Susana370 · ‎03-18-2021

thank you for your reply, I am so glad that some one answered

The software is ProSeries.

After looking at my options, I entered the summary in the 1099B worksheet in the "quick entry table, which allows for the wash sale. I forced date entries to reflect S or L holding periods. The 8949 prints in summary with the correct Codes. I will attach to the return the detail Brokerage statment.

Once again thank you for looking at my question.

The best to you

SCHEDULE D

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