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N
nwempe
Level 4
February 26, 2020
Question

Is there a way to import a listing of stocks into estate tax return for schedule b rather than typing in each stock?

  • February 26, 2020
  • 1 reply
  • 21 views
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1 reply

User_61
User_61
Level 7
February 26, 2020

Found this in Help.

Importing Information From Excel (CSV or XLS Files) Using the Lacerte Schedule D Import Tool

:shrug:

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N
nwempeAuthor
Level 4
February 26, 2020

That's for schedule D transactions.  I'm familiar with that process.  I'm referring to Form 706, Schedule B where you list out all the stocks and bonds included in an estate.  I should have been more clear in my initial question.  Thank you!

User_61
User_61
Level 7
February 26, 2020

My bad. I may have been on a Badge Binge 😳 

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