Hello,
I'm trying to find a way to print a single asset on the 8949 rather than all assets on the 8949.
Is there a way in Lacerte to have an asset with box A or D checked and no code/adjustment generate the form 8949?
Thanks!
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Thanks!
I'm aware of the global option in settings and the option for the return in "Carryovers/Misc. Info" but don't see a field to force one asset property stock sale to print on the 8949. Sadly, I don't think it is possible.
Do you mean stock sales (*assets* to me means items on a depreciation schedule)?
"A" & "D" are covered transactions. List JUST the totals - I use the brokerage name & S/T or L/T Covered as my description.
In settings>options>tax return>federal return options> about 1/3rd way down = "Report All Assets on Form 8949", you can select "report all on F 8949" which will make (globally) whatever you enter on Screen 17 show up on F 8949. Covered transactions don't have to go on F 8949, but I find it easier to reconcile the return if they do.
I *think* there's a box to check on Screen 17 to check to force just *that* transaction to F 8949, but I'll let you look for it if you aren't interested in the global solution.
Thanks!
I'm aware of the global option in settings and the option for the return in "Carryovers/Misc. Info" but don't see a field to force one asset property stock sale to print on the 8949. Sadly, I don't think it is possible.
That one *looks* like it should work on an sale by sale basis. DO you have the box "reptd to IRS" blank?
Yep! That field is blank. Choosing the option in Carryover/Misc Info applies to all stock sales on this return- not just the one stock sale I'd like to see on the 8949.
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