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Level 8

On the new Schedule D entry works where and how would you enter a sale of inherited property😬

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2 Comments 2
Level 9

Or sale of non-primary residence?

I have clients with voluminous and various brokerage statements. How do I come up with accumulated numbers - is there a worksheet? I feel like I should go back and use the 2019 Sch D as a worksheet. I need help bigtime.

Level 8

So far the only thing that I get from the instructions is everything is entered on the new 1099B worksheet.

For the voluminous and various brokerage statements I will be entering on the description line See Attached PDF for each brokerage company like I did in 2019 and attach a pdf copy to the return.

I still have not figured out the sale of inherited property reporting yet.

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