Sch D Exception Smart Worksheet

[nancy2]

Hello!

I am trying to enter capital gains information whose basis has been reported to the IRS using the Exception Smart Worksheet on Schedule D.  Can't figure out what I'm doing incorrectly but I have entered a couple of brokers and nothing is showing up on Sch D when I print it.  I have entered some information on the Capital Gains & Losses Smart Worksheet for transactions whose basis was not reported.  Those do show up both on form 8949 and summarized on Sch D.  

Any suggestions on what I might be doing incorrectly?  

Thanks in advance.

[ljr]

last year you had to start from the 1099-B worksheet. This year that became an asset sale worksheet (which is really un user friendly) I'm not sure what they were thinking with this one. See if what you are looking for is there. 

[nancy2]

Thank you.

After much anguish last night I figured out that if I click yes to this question at the top of the worksheet the information I input does appear on Sch D.  

"Are one or more statements describing stock sale details being attached to Form 8949 instead of providing those details on the form?"

😞  The point is to not have to include all the detail I thought.  Anyway, I think I will just do my own summary in my workpapers and manually put the #'s on Sch D.