Level 4

Solved

Exporting 1099 B data

Forum|Forum|5 years ago
March 22, 2021
20 replies
73 views

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

Lacerte Tax

This topic has been closed for replies.

Best answer by TylorValdez1

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?

EigerAuthor

Level 4

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

Thanks. Your responses were very helpful.