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T
taxman_mss
Level 2
December 7, 2019
Solved

A new client provided me with a copy of the 2018 TurboTax file he used to prepare his 2018 filing extensions. Can it be converted to a 2018 Lacerte client?

  • December 7, 2019
  • 2 replies
  • 24 views

The client already entered several hundred Schedule D transactions, and it would not be efficient to have to re-enter them into Lacerte.

This topic has been closed for replies.
Best answer by itonewbie

No, you can't.  Not for Lacerte.

2 replies

itonewbie
itonewbieAnswer
Level 15
December 7, 2019

No, you can't.  Not for Lacerte.

---------------------------------------------------------------------------------Still an AllStar
P
poolcleaner
Level 8
December 7, 2019

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.

T
TaxGuyBill
Level 15
December 7, 2019
Apparently somebody did not like your answer.  Personally, I think your idea is quicker than posting a question about trying to import TurdoTax.
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