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Level 2
April 10, 2021
Question

ProSeries changed the Schedule D tax amount when I filed the return. How do I find out why?

  • April 10, 2021
  • 2 replies
  • 23 views

I recently filed a return with Schedule D taxes. ProSeries changed the calculation. How do I find out exactly what changed and why?

 

 

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2 replies

sjrcpa
Level 15
April 10, 2021

Shouldn't this user name be retired? Missing Dave.

The more I know the more I don’t know.
Just-Lisa-Now-
Intuit Community Champion
April 10, 2021

Several others have reported this, we havent seen any kind of explanation as to why it changed. 

Someone over in the FB PS group posted this:

"The latest ProSeries update pushed out changes impacting tax calculations for returns with Form 4952. The software had been incorrectly using the Qualified Dividends and Capital Gain Tax Worksheet for returns with Form 4952. They corrected this to use the Schedule D Tax Worksheet - any returns that were waiting to be efiled have likely been changed."

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪