SCHEDULE D RECONCILIATION

[LAHCPA1]

ProSeries - PLEASE FIX - The capital asset sales worksheet does not properly carry the Form 8949 reporting exception transactions down to the Brokerage Statement summary table, making it time consuming to confirm everything agrees to brokerage statement.  In addition, the Form 8949 and Schedule D Totals table does not give grand total.

This was a very good feature last year.  Please fix for the 2025 program as soon as possible.

[Kathi_at_Intuit]

Hi @LAHCPA1 great to see you in the Community and thanks for posting about the transactions not carrying down to the Brokerage Statement summary table. We would recommend reaching out to ProSeries Support. They would be better suited to assist with this. If there is a need to report this to our development team for further review, our support staff will be able to start the process.

[BethP]

Yes, this helps preparers and reviewers.

[Kathi_at_Intuit]

Hi @LAHCPA1 It looks like someone else has reported this and it has been passed a long to our Support for review. 

[Tamlyn67]

and as of today it is not updated, when will this be done ?  Extremely important for reviewing returns

[Skylane]

@Kathi_at_Intuit  there has been a significant unannounced and unexpected change to the capital asset entry and workflow this year. The asset entry workflow no longer follows the standard consolidated 1099 format that most financial institutions provide.

As noted above, the summary totals that we have relied on for the last 5-10 years to verify our data entry are nonexistent in the 2025 software. You now have to search both sch d and f8949 to confirm data entry.

This will become excruciatingly difficult as the clients with multiple 1099s and more diverse and sophisticated investment portfolios present their documentation.  This WILL negatively affect most of us.

Please let us know if a revision is planned, and if so, when,  so that we can plan our workloads accordingly or develop manual workarounds to survive. 

Thanks 

[Kathi_at_Intuit]

Hi @Skylane thanks for the feedback about the 1099s. This has been brought to Development and they are reviewing the input in the program for improvements. 

[Kathi_at_Intuit]

Hi @Tamlyn67 Thanks for posting in the Community and asking about when this will be updated. We do not have an eta as of right now, however we will update this post once we have one. 

[Snickers2020]

It has been over a month since this problem was reported to Intuit.

This is a huge problem in preparing and reviewing returns.  Having to use Excel and other reconciliation methods to review returns is time consuming, frustrating, and unnecessary.

I am tired of the pass the buck responses.

When will this be fixed and why has it taken so long?

I am really questioning the accuracy of the 2025 software.  I really don't think you care about your customers either.  

INTUIT, GET IT TOGETHER   !!!