Schedule D

[garman22]

To the powers that be, is there a video out there or a training manual for the new 2020 Schedule D? 

On a side note: why in the world do you change the format? Were they thinking enhancement or was it another useless thing to tinker?

[abctax55]

No clue @garman22 

I'm just seeing if I can still post.😉

[Just-Lisa-Now-]

I did see a video walking through it back early last summer...but without the program in front of me for ME to walk through along with the video, it wasn't very helpful.   Kind of like riding as a passenger and being expected to remember the way, much easier if youre driving.

And I have no clue where or how I accessed that way back then...does anyone else feel like June was a really long time ago?

[garman22]

This is a good post to check your status. 🤣 I wont lock it. Heehee!!

[garman22]

I vaguely remember you mentioning or someone mentioning this. I tried to look it up with "search" function but with no success. I did manage to find a few FAQ's and there seems to be a walk through. I was hoping for a video but I will try the walkthrough soon. 

June seems like forever.....

[qbteachmt]

I found this in the articles:

https://proconnect.intuit.com/community/form-1099-b/help/methods-for-entering-stock-transactions-for...

[garman22]

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@qbteachmt wrote:

I found this in the articles:

https://proconnect.intuit.com/community/form-1099-b/help/methods-for-entering-stock-transactions-for...

---

Thank you very much. I did find the same when I was searching. I was hoping for a tutorial video....I am or will use this walkthrough on a couple of dummies I prepare before the season begins.

[qbteachmt]

The videos I found were older than this update.

The change seems to be from this:

"For tax year 2020:

Starting in tax year 2020 the Schedule D itself will be populated from a new Form 1099-B worksheet. This worksheet is for any transaction other then HomeSales that would typically be entered on a Schedule D. The QuickZoom to the 1099-B worksheet can be found at the top of Schedule D."

And I would guess it relates to the potential import of 1099 from the reporting entities.

[IRonMaN]

This is as close as I could find to an Intuit training manual video.  I hope it helps.

Keystone Cops Compilation - YouTube

[Jim-from-Ohio]

Intuit covers it in this recent webinar which has been recorded:

https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:QS!10100&ShowKey=115526&Referrer=https...

[Just-Lisa-Now-]

Thats just the old registration page, no link to the recording.

[Jim-from-Ohio]

I just tested it.. if you scroll down right hand side of page enter customer number and click on Submit the webinar starts. 

[Just-Lisa-Now-]

so thats a webinar on PS in general, not just Sch D.

[garman22]

thats what it looked like to me. I have not tried it yet. If its a beginners tutorial, I dont need that. Or maybe I do as they seem to be changing EVERYTHING!!! Lol

[Just-Lisa-Now-]

The 1099B worksheet seems to work similar to the old Sch D, if its not a 1099B youre entering from, just skip over all that junk at the top and go down to the data entry area that looks like the old Sch D