I cannot update form 8949 or schedule D

Forum|Forum|2 years ago
March 13, 2024
1 reply
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I need to update some figures on a 8949 form. If I try to do it on that form, the only way to do it is to override the numbers. Same deal for schedule D.

If I go to the Easy Step format, I can *add* a new sale but I cannot update an existing one.

Looks like a bug to me. Help!

Best answer by JamesG1

@fttaxes [Edited 04/09/24 | 7:49 am PST]

rjs

Employee

As you have discovered, you cannot make entries directly on Form 8949 or Schedule D. The information comes from subsidiary forms and worksheets.

Did you import the investment sales? There seem to be some restrictions on changing imported data. See if you can delete the existing sale and reenter it manually.

Even if you originally entered the sale manually, try deleting it and entering it again.

fttaxesAuthor

I entered the sale manually and I would LOVE to be able to delete it and start again, but there seems to be no way to do that, either from Easy Step (this portion of Easy Step has a different look and feel from the rest, somehow), or from the forms themselves. Would love to have a step-by-step description of how do do it. thanks