Homebase data fields missing

Forum|Forum|4 months ago
January 27, 2026
2 replies
10 views

When making custom views for the 1040 prior years included fields for dividends, capital gains, taxable pension, and taxable ira....these data points are missing in 2025 version.

ProSeries Professional

Just-Lisa-Now-

Intuit Community Champion

I personally have never added those types of thing as a column, but I looked at 24 and 25, and youre right theyre missing from 25..

@Kathi_at_Intuit is this something that can be passed along to someone?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

TheTaxReductionCPAAuthor

Level 3

@Kathi_at_Intuit following up on this tag. We use it to feed into our CRM, to track tax return progress, and without these fields that whole process simply breaks.

Kathi_at_Intuit

Moderator

Hi @TheTaxReductionCPA thanks for bring this to the Community and sharing these details and for the follow up. We checked with Development and they are aware and are reviewing this.

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Kathi_at_Intuit

Moderator

Hi welcome to the Community and thanks for checking in about the missing data fields. We checked on this and found that it was fixed shortly after the issue was posted here. If you are up to date (latest PS version 2025.11.13) and are still missing fields, what are the fields that you are not seeing.

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T

tax-intelligent

Level 2

Hi @Kathi_at_Intuit,

Thanks for the update. We’re on the latest version (2025.11.13) and still not seeing the following fields in the HomeBase export:

Dividend income
Capital gains/losses
Taxable IRA distributions
Taxable pension income

Can you confirm if this is expected behavior or still under review?

Appreciate your help.

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