Schedule D

Forum|Forum|5 years ago
January 12, 2021
14 replies
56 views

To the powers that be, is there a video out there or a training manual for the new 2020 Schedule D?

On a side note: why in the world do you change the format? Were they thinking enhancement or was it another useless thing to tinker?

ProSeries Professional

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abctax55

Level 15

No clue @garman22

I'm just seeing if I can still post.😉

HumanKind... Be Both

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garman22

Author

Intuit Community Champion

This is a good post to check your status. 🤣 I wont lock it. Heehee!!

Just-Lisa-Now-

Intuit Community Champion

I did see a video walking through it back early last summer...but without the program in front of me for ME to walk through along with the video, it wasn't very helpful. Kind of like riding as a passenger and being expected to remember the way, much easier if youre driving.

And I have no clue where or how I accessed that way back then...does anyone else feel like June was a really long time ago?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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garman22

Author

Intuit Community Champion

I vaguely remember you mentioning or someone mentioning this. I tried to look it up with "search" function but with no success. I did manage to find a few FAQ's and there seems to be a walk through. I was hoping for a video but I will try the walkthrough soon.

June seems like forever.....

qbteachmt

Level 15

I found this in the articles:

https://proconnect.intuit.com/community/form-1099-b/help/methods-for-entering-stock-transactions-for-the-schedule-d/00/3575

Don't yell at us; we're volunteers

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garman22

Author

Intuit Community Champion

@qbteachmt wrote:

I found this in the articles:

https://proconnect.intuit.com/community/form-1099-b/help/methods-for-entering-stock-transactions-for-the-schedule-d/00/3575

Thank you very much. I did find the same when I was searching. I was hoping for a tutorial video....I am or will use this walkthrough on a couple of dummies I prepare before the season begins.

qbteachmt

Level 15

The videos I found were older than this update.

The change seems to be from this:

"For tax year 2020:

Starting in tax year 2020 the Schedule D itself will be populated from a new Form 1099-B worksheet. This worksheet is for any transaction other then HomeSales that would typically be entered on a Schedule D. The QuickZoom to the 1099-B worksheet can be found at the top of Schedule D."

And I would guess it relates to the potential import of 1099 from the reporting entities.

Don't yell at us; we're volunteers