Form 8949

[pc321]

ProSeries significantly changed the input boxes for Form 8949 for the 2020 tax return.  Where can I find a tutorial on how to input data into the new Form 8949?

[Just-Lisa-Now- · Accepted solution]

Use the 1099B worksheet, quick zoom button at the top of Sch D.   If yuo scroll down a ways, its similar to the old Sch D entry screen

[pc321]

Thank you,

[TAXMANPAT]

Are you required to attach a .pdf of 1099-B if you are eligible to use "FORM 8949 Form exception transactions"? 

[Tom Schad]

Waiting on above answer as well  -A and D  transactions with no adjustments-need to attach PDF  even though we are providing brokerage account and federal ID#'s

[munzjoh]

Yes, but it was ridiculously hard to find  (until I found it).  ProSeries drives me nuts sometimes.