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Form 8971 Sch A listing of bulk assets
Form 8971 Sch A instruc's state that you can do a bulk asset listing in lieu of detailed items, such as stocks held in a brokerage account. How is this done in Lacerte?
George4TacksAnswer
Level 15
September 1, 2020
I assume you are using the Estate Tax module - Lacerte pulls this from the entries in Screen 11. 706 requires a detail, but if just preparing the 8971 you could enter a "bulk" entry such as Schwab Acct - See Attached with appropriate summary info.
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