George4Tacks
Level 15
11-25-2024
11:40 AM
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I recommend Tax Tools. This can produce that report and so much more. It really is a TOOL for tax professionals.
https://www.taxtools.com/products_tt.aspx click through the tabs to see the long list of features.
You can download a free demo to try it. I love it's tax planning tool and find it much easier than Lacerte's. It pays for itself with one 1031 exchange.
Answers are easy. Questions are hard!