twmw0816aolcom
Level 1
05-30-2021
10:56 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I need to enter the sale of a K-1 Investment in Lacerte. How do you enter a Code F in Schedule D?
Labels
George4Tacks
Level 15
05-30-2021
02:44 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Enter the disposition (Screen 17 for 1040) with appropriate dates to make it long term. For Basis Reported to IRS select 2= not on 1099-B
Answers are easy. Questions are hard!
twmw0816aolcom
Level 1
06-06-2021
11:16 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The Schedule D form displayed the sale of the units.
The 4797 Form is blank after we entered the information on the Dispositions.
Did we miss a step?
George4Tacks
Level 15
06-06-2021
01:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
What are you really looking for? First you wanted code F, now you want 4797. Give a few more specifics and you may get the help you need.
Answers are easy. Questions are hard!
George4Tacks
Level 15
06-07-2021
09:00 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@twmw0816aolcom You may find this thread of interest https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/mlp-ptp-sales-schedule-ad...
Answers are easy. Questions are hard!
