Solved
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?
This topic has been closed for replies.
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.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
