Level 4

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Exporting 1099 B data

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Is there a way to export 1099-B data directly into Lacerte?

Lacerte Tax

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TylorValdez1Answer

Level 6

1) Yes

2)Go through the process to Import client data from accounts now in order to search for a FI.

3}Yes, could can do that.

Level 6

Yes. Please review the following article. https://proconnect.intuit.com/community/individual/help/importing-financial-institution-data-into-lacerte-with-tax/00/54808

EigerAuthor

Level 4

Thank you, but the video does not play!

Level 6

Sorry about that. Use this link for the video. https://www.youtube.com/watch?v=728s7ygrKUY

Level 15

If the majority of transactions are covered, they can be entered as single line items - 1 long and 1 short. Then the few that are not covered can be entered or done as an attachment. https://proconnect.intuit.com/community/form-8949/help/individual-form-8949-exception-2-to-reporting-each-transaction/00/4170

Importing is tedious and sometimes difficult to reconcile.

Answers are easy. Questions are hard!

EigerAuthor

Level 4

1) Not exactly sure what you mean by 'covered' and 'not covered'.
2) Can the importing be reversed easily if it subsequently looks ugly and hard to reconcile?

Level 6

On screen 17.1 there is an option to delete all on the left side.