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Using eOrganizer form 114 to 8938

arpie
Level 1

Hello, my CPA uses Lacerte and asks me to enter my data in eOrganizer. I enter the data for form 114 (the Fincen form). When I come to form 8938, there is an option: use Ctrl T to import data from 114 to 8938. But it never seems to work in eOrganizer. I usually have to delete all of last year's 8938's and restart from scratch entering data all over again. Painful.

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1 Comment 1
abctax55
Level 15

Wow...now suggestions from clients of the the professionals who use Lacerte.

SMH

HumanKind... Be Both
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