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DLD2
New Member

I imported investment income transactions. The imported numbers agree with my statements, however, Schedule D numbers are off. Why?

 
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MarilynG1
Expert Alumni

I imported investment income transactions. The imported numbers agree with my statements, however, Schedule D numbers are off. Why?

Check your Form 8949 to see that it agrees with your imported transactions.  Info transfers to Schedule D from this form.

 

Here's more info on Form 8949 and How to Enter a Summary in Lieu of Individual Transactions

 

@DLD2 

 

 

 

 

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