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- Re: Form 1099-B Worksheet - Summary Table Not Including All Subtotals
Form 1099-B Worksheet - Summary Table Not Including All Subtotals
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StevenSEA
Level 2
02-01-2022
03:48 PM
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The 2020 software had a "Brokerage Statement (1099-B) Summary Table," and it included all transactions from the "Quick Entry Table" (transactions entered line-by-line) as well as those summarized in the "Form 8949 Reporting Exception Transaction" table, where we could summarize the Proceeds & Basis for code A and code D transactions.
The 2021 software is NOT including the summarized transactions (code A & code D) which makes it much less useful as a double-check against the actual 1099-B.
Was that intentional? It looks like the 2021 program also introduced another summary table, further down the 1099-B worksheet, called the "Form 8949 and Schedule D Totals." I wonder if that programming change mistakenly impacted the 1099-B summary table
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WENDOVER5
Level 2
02-24-2022
04:41 PM
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I have the exact same issue! I am really missing the summary table from the 2020 Proseries. I hope there is a resolution on the way.
