Morton
Level 3

Yes, I had entered everything in the software.  What I finally did is remove everything regarding the sale.  I then put everything back in and removed the percentage of ownership of the assets.  I finally got all of the correct answers.  I entered everything through Screen 27 and did not use the bulk sale.  I followed the Lacerte instructions for entry the first and second time.  

 

I cannot explain why this has been such an problem as I had done all of the collection of information and all of the math on paper before I opened the program so I knew what every amount should be and what the bottom line should be.  I followed the instructions, but somehow something wasn't right the first time even though I couldn't find out what that was.

 

Anyway, I have one trust done with the right information so I will go to the second trust and hope that I don't have issues there.  Thank you for your concern and suggestions.  I really appreciate the the Lacerte community is so good at helping.