Sch D basis reported input

[nancy2]

I have tried to search for this without success.  Sure it is a simple answer so thank you.

I am trying to enter Sch D transactions whose basis is reported on the 1099.  I want it to show on Part I, Line 1a and Part II, Line 8a.  I have done the Exception Smart Worksheet but apparently have done something wrong.  The amounts are properly calculated there but it still shows up on Line1b and Line 8b.  Any suggestions on what I'm doing wrong?

Also, I have deleted these items from the Capital Gains and Losses Smart Worksheet but the transaction doesn't go away and is now giving me errors.  All information was deleted.  How do I get these transactions to go away?

TIA!

[Terry53029]

Did you enter totals on the 1099B worksheet, or did you enter all sales separate ?

[nancy2]

In total I have entered the ones whose basis were not reported to the IRS under the capital gains and losses smart worksheet and then the ones whose basis was reported I have tried to enter on the Exception Smart Worksheet.  So I do have entries that I want to show up on form 8949.  The ones that I want to show up as transactions reported on 8949 are appearing properly.  Unfortunately the ones I want to only show up on Lines 1a and 8a are still showing up on 8949.

Thank you.

[Terry53029]

In ProSeries Pro there is only one worksheet. "form 1099B worksheet" What software are you using ?

[nancy2]

I am using ProSeries.  I don't find 1099B worksheet anywhere.  I find the 2 I named above.  Thanks for you input anyway.

[ljr]

there is two ways to get there

on schedule D there is a quick link button to 1099-b

from the forms list it is in the column after (to the right) of the column with the D 

you need to start your inputs from the 1099-b worksheet

[nancy2]

Thanks for your help.

I must be blind.  I just don't see it.  I have scoured Sch D over and over again because I understand that's where it should be.  I have searched every possible search I can find.  Seems like there would be a search option for all the various 1099 input worksheets but if there is I don't find it.  

Guess I will just put it on an attachment like I've been doing.  

[Terry53029]

@nancy2 are you using ProSeries Pro or Basic. I don't know if it is in Basic. When in your clients file, at the top under green box with ? mark, type 1099B, and click on third line in the drop down menu. "1099B, form 1099-B worksheet"

[nancy2]

Thank you again.

When I do that it takes me to the Capital Gains and Losses Smart Worksheet.  Which is what I was always using.  If that is what you are talking about, how do I get transactions to show up on Part I, Line 1a and/or Part II, Line 8a?  

[nancy2]

Btw, my invoice says ProSeries Professional. 

[Terry53029]

If you carefully read, and follow the worksheet it will put every thing where it belongs. I have used it for 2024, and had no issues.

[nancy2]

Thank you again.

I have gone over and over and over it.  Obviously I am thick.  I will just do it the way I have been doing it by attaching the detail.