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DStorms58
New Member

Schedule D

Deleted the Schedule D which i did not fill out but it continues to tell me that i need to upgrade to Premier.  What am i doing wrong?

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4 Replies

Schedule D

In order to delete the schedule D, you must also delete the schedules that feed into the Schedule D otherwise it will keep regenerating.  Forms such as 1099B,  & Form 8949.

Schedule D

To add:  From the IRS: Gives forms that are included with Schedule D.

 

These instructions explain how to complete Schedule D (Form 1040). Complete Form 8949 before you complete line 1b, 2, 3, 8b, 9, or 10 of Schedule D.

 

Use Schedule D:

  • To figure the overall gain or loss from transactions reported on Form 8949;

  • To report certain transactions you don't have to report on Form 8949;

  • To report a gain from Form 2439 or 6252 or Part I of Form 4797;

  • To report a gain or loss from Form 4684, 6781, or 8824;

  • To report a gain or loss from a partnership, S corporation, estate, or trust;

  • To report capital gain distributions not reported directly on Form 1040 or 1040-SR, line 7 (or effectively connected capital gain distributions not reported directly on Form 1040-NR, line 7); and

  • To report a capital loss carryover from 2020 to 2021.

agoschito
New Member

Schedule D

I have the same problem. Or maybe a similar problem. The software is asking to upgrade to Premier before I can file because I have a loss carryover from 2020 to 2021. I have filed using Deluxe for the last several years with the same carryover without problems and I was able to complete all my entries with Deluxe. Why do I need to upgrade to Premier if I don't need the extra features? Thanks

CarissaM
Expert Alumni

Schedule D

Deluxe no longer supports the Schedule D, which is why it is now prompting for the upgrade. You can learn more by viewing the forms that are supported in the software here. @agoschito

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