Schedule D import

[SGB CPA]

Schedule D import is not working at all for 2020 tax returns.  When will this be launched by Lacerte.

[George4Tacks]

It does work. If it seems like the program quit working, you might need to use Alt + Tab to see the proper window.

For me it works more smoothly from the client list. Highlight the client > Import > Schedule D. 

[SGB CPA]

You are referring to other method of schedule D import.  I'm referring to direct import "import client data from online accounts now".  In all cases I receive a message that the information is not available from the investment company, when in fact I know that the information is available.  

This method of import has worked in past years but this year it does not.