Taxpayer received a 1099-S for their primary residence.
Have lived in the property for 2/5 years, and file jointly.
In ProSeries, I entered it on the home sale worksheet.
A schedule D AND an 8949 are being generated from ProSeries, and while the exclusion is being applied and there is no tax on the gain, is this approach the correct method? Should I have both a Sch D and 8949?
Yup. You got it right. Basically the goal of filling out the worksheet is to report the sale to the IRS and let them know that the exclusion applies.
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