Entering Form 2439 in Lacerte

To enter the 2439 in the individual module:

1. Go to Screen 17.1 Dispositions (Schedule D, 4797, etc.).
2. From the Dispositions Section select Form 2439.
3. In the Undistributed Long-Term Capital Gains section enter the information from boxes 1a, 1b, 1c, 1d and 2.
4. If the return is being e-filed complete the e-File Information section.

To enter the 2439 in the fiduciary module:

1. Go to Screen 22.1 Dispositions (Schedule D, 4797, etc.).
2. From the Dispositions Section select Form 2439.
3. In the Undistributed Long-Term Capital Gains section enter the information from boxes 1a, 1b, 1c, 1d and 2.
4. If the return is being e-filed complete the e-File Information section.