taxman_mss
Level 2
12-07-2019
07:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The client already entered several hundred Schedule D transactions, and it would not be efficient to have to re-enter them into Lacerte.
Best Answer Click here
Labels
itonewbie
Level 15
12-07-2019
07:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
No, you can't. Not for Lacerte.
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
poolcleaner
Level 9
12-07-2019
07:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Why not attach a pdf of the 1099-B information and only enter the totals of each category? That sounds like more fun than entering hundreds of individual transactions.
TaxGuyBill
Level 15
12-07-2019
07:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Apparently somebody did not like your answer. Personally, I think your idea is quicker than posting a question about trying to import TurdoTax.
abctax55
Level 15
12-07-2019
07:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@taxman_mss - Jane's answer is correct; why give her a no vote ?
And if you don't like her excellent answer:
Enter totals, then COPY the F 1099-Bs and mail them in with F 8???
AND, if they are covered transactions all you have to do is enter the totals anyway.
And if you don't like her excellent answer:
Enter totals, then COPY the F 1099-Bs and mail them in with F 8???
AND, if they are covered transactions all you have to do is enter the totals anyway.
HumanKind... Be Both
taxman_mss
Level 2
12-07-2019
07:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My "No" response was not about quality of her answer, but about whether it helped me. It does not ... for two (2) reasons. Firstly, the client prefers to have all transactions entered. Secondly, the Forms 1099-B do not contain all of the elements which are required in order to use them as the support (i.e. some of the acquisition dates and cost bases are missing). Accordingly, while the answer may be correct, it is not helpful. I mean no disrespect to anyone who attempted to be helpful.
TaxGuyBill
Level 15
12-07-2019
07:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
"Firstly, the client prefers to have all transactions entered"
It will be a cold day in hell before I let a client tell me how to prepare his tax return. Your client is an idiot, and you may consider dropping that client. And the fact that you asked the same question 3 years ago makes me think you are letting that client walk all over you.
https://accountants-community.intuit.com/questions/1343484-how-do-i-convert-a-client-from-turbo-tax-...
It will be a cold day in hell before I let a client tell me how to prepare his tax return. Your client is an idiot, and you may consider dropping that client. And the fact that you asked the same question 3 years ago makes me think you are letting that client walk all over you.
https://accountants-community.intuit.com/questions/1343484-how-do-i-convert-a-client-from-turbo-tax-...