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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.
