bwc58
Returning Member

Deductions & credits

I understand what you are saying, and I've found other areas where the numbers don't always carry forward properly.  I think some of the worksheet to worksheet links are only updated when you get a box that asks - where do you want to link to?  However, that link is not persistent and it really just copies the data over at that point in time.

 

For example - you fill out a "home adj basis" form and it calculates a value for the basis.  The form text says the value will be carried forward to line 6 of the Home Sale Wks. 

 

This seems to work the first time through data entry, but if you go back later and change the adjusted basis entries and it recalculates the basis, it does not appear to update line 6 of the Home Sale Wks.   Since I'm now adjusting the house basis so that it does not include the roof, and also adding the basis and sales info for the roof, I'm using these forms quite a bit.  I've managed to force it to populate correctly by playing with the forms and going back and forth between step by step and forms views. However, at this point I couldn't document a repeatable process.