@dgtax7 wrote:
Thank you @JoshB1
Filed prior to this update. With the latest update, I set up a dummy return to test it out. While the bottom line numbers match what I filed, Form 8949 seems to still report differently (2019 vs 2020). Column h (gain/loss) is same, but columns e, f and g are reported differently for my ESPP sales.
See example below:
column h (gain/loss) = column d (proceeds) minus column e (cost or other basis) minus column g (amount of adjustment)
TT2020: 40 = 100 - 60 - 0 (column f adjustment code is B)
TT2019: 40 = 100 - 50 - 10 (column f adjustment code is O)
So what I filed seems to be correct from as far as the resulting final numbers, but the intermediate numbers are displayed differently.
Unfortunately, I, as well, have wasted too much time on this! :(
Yeah, it ultimately didn't change my return (same outcome in terms of refund for both fed/state) but it made all of my supporting documents much more cleaner and accurate (in my eyes) - I don't have 100+ adjustment side-documents and my 8949s look more correct to me - I'm sure it won't matter
But yes, I'd like to thank Intuit for wasting a good amount of my time trying to figure this garbage out
