Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do you get the Form 8997 to work ?

Can't seem to get the 8997 to work. Can anyone help?

 

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

3 Comments 3
George4Tacks
Level 15

Try the Lacerte trick that works when you know what the form should look like.

Go to Forms view and select Show All. Locate the 8997. Right click on the line you want populated and select "Jump to Input"

 


Answers are easy. Questions are hard!
bess
Level 1

For Part I, prior investments, "jump to input" doesn't work.

0 Cheers
George4Tacks
Level 15

A second snifty feature of Lacerte is that while in the detail screen you can use Ctrl + F to do various searches. The problem can be what to search for. A bit of trial and error lead me to "Find an input field" and search for QOF. 

If you have encountered this issue or related ones, vote for this product improvement in the Idea Exchange

https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604/tab/most-recent


Answers are easy. Questions are hard!
0 Cheers