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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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Schedule D import
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SGB CPA
Level 1
02-10-2021
05:08 PM
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Schedule D import is not working at all for 2020 tax returns. When will this be launched by Lacerte.
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George4Tacks
Level 15
02-10-2021
10:58 PM
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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.
Answers are easy. Questions are hard!
SGB CPA
Level 1
02-12-2021
12:56 PM
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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.
