Solved
Do not generate form 8949 when not required
How do I stop form 8949 from generating when not required?
rbynakerAnswer
Level 13
May 4, 2020
Did not know I would be on the phone with support that long. Would not have called had I know. Sure did not want to hang up on her.
If you enter the details (description, dates, etc.) on the Sch D Wks, they automatically flow to the 8949. My understanding is that Lacerte has a checkbox (or some sort of coding) that tells the software not to report on 8949 but ProSeries has no such option. For ProSeries, you just don't enter the details. Only enter the totals for short-term and long-term (proceeds & basis) in the boxes for Sch D box 1a and box 8a. Then it flows directly to Sch D without generating an 8949.
Rick
