Re: Employee Stock Purchase - Form 3922

AGM · ‎03-25-2021

Can you store the information on Form 3922 ( basis information) in Lacerte? Basis would carry forward in the software. ~ Ann

George4Tacks · ‎03-26-2021

I use the notes section to carry lots of bits of info that will be useful in the future. There is no specific input for what you are looking for.

You could enter in depreciation with a code 99, purchase date and cost see image

Answers are easy. Questions are hard!

View solution in original post

AGM · ‎03-26-2021

Excellent solutions, deprecation schedule makes good sense, then the client has the info too. thank you!