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Form 1095-A quick entry and copy features do not work

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Form 1095-A quick entry and copy features do not work

Chessie

Form 1095-A Part II has new Quick Entry Smart Worksheet. Checking the box does NOT work for copying amounts to lines 21 - 32 for all months.

Nor does the Copy Feature on Lines 21-32.  Checking the box did not work in 2024 software and it does not work in 2025 software. You cannot just enter the amounts once and copy it down line by line.

If you are offering the feature, the feature should work!

Status: New
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3 Comments
TaxGuyBill
Level 15

I agree the new Smart Worksheet doesn't seem to do anything.  On the other hand, I don't understand the purpose of the Smart Worksheet (see next comments about the Copy Feature).

The Copy Feature works great in 2024 and 2025, but it just changed how it works from prior years (it works better now than in older years).  

Enter the amounts for January.  Click the JANUARY box (not February, like in older years).  As a side note, that will do the same thing as the Smart Worksheet, so I'm not sure what the purpose of the Smart Worksheet is.

If the numbers change mid-year, enter the numbers for that changed month.  The click that month's box to carry those numbers down to future months.

Kathi_at_Intuit
Moderator
Moderator

Hi @Chessie Thanks for posting in the Community about the 1095-A quick entry not working. We would reach out to ProSeries Support for this. They would be able to remote in and take a look with you. 

Christina Gat
New Member

I had the exact same problem and accidentally stumbled upon a work around. Since the Quick Entry Smart Worksheet does not populate the info on the 1095-A form lines 21-33 and columns A, B and C you have to enter these manually. If you enter an amount into 21A first you will get an error. The workaround is to enter info into 21B first, then 21C, then 21A. That will get rid of the error. Then you click the January box like normal and everything will populate. 

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