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How to enter margin interest in the individual module in Lacerte

by Intuit• Updated 2 years ago

To enter margin interest, if the funds are used for investment purposes:

  1. Go to Screen 25, Itemized Deductions (Sch. A).
  2. Scroll to the Interest section.
  3. Enter the amount in the field Investment Interest (Ctrl+E). 
Lacerte Tax

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