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Reconciliation of Schedule D transactions (Classic Leadsheets)
With Capital Gain Leadsheets you can reconcile Schedule D transactions in Consolidated Statements (Only for ProSystem fx Tax and GoSystem Tax RS binders)
There are 3 leadsheets for Capital transactions:
- SCH-D Attach Short-Term
- SCH-D Attach Long-Term
- 1099-B Reconciliation
These leadsheets will help make the reconciliation of capital gain/loss transactions much easier.
SCH-D Attach Short-Term
and SCH-D Attach Long-Term
show individual capital transactions and their sub-totals Consolidated Statement Account wiseSCH-D Attach Short-Term Leadsheet
SCH-D Attach Long-Term Leadsheet
Capital gain transactions referenced to the Form 1099-B also get reported in the respective leadsheets under
Schedule D – Short-term Other Activities
and Schedule D – Long-Term Other Activities
.The totals from
SCH-D Attach Short-term
and SCH-D Attach Long-term
transfer to Schedule-D Summary – Line 13
.
The short-term/long-term sub-total per account and their totals from Short-term and Long-term leadsheets are reported on the 1099-B reconciliation leadsheet for presentation and quick reconciliation.
When you select the 
near the Short-term/Long-term sub-total it will take you to the 1099-B Reconciliation leadsheet.
Reference link
icon near the Short-term/Long-term sub-total it will take you to the 1099-B Reconciliation leadsheet.
When you select the to the left of the Short-term/Long-term sub-total on the
Reference link
icon to the left of the Short-term/Long-term sub-total on the 1099-B Reconciliation
leadsheet it will take you to the SCH-D Attach Short-term
/SCH-D Attach Long-term
leadsheet(s).
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: SPbinder