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Rosemarie Ritchey
Level 1
August 25, 2020
Question

How do you get the Form 8997 to work ?

  • August 25, 2020
  • 1 reply
  • 10 views

Can't seem to get the 8997 to work. Can anyone help?

 

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    1 reply

    George4Tacks
    George4Tacks
    Level 15
    August 26, 2020

    Try the Lacerte trick that works when you know what the form should look like.

    Go to Forms view and select Show All. Locate the 8997. Right click on the line you want populated and select "Jump to Input"

     

    Answers are easy. Questions are hard!
      B
      bess
      Level 3
      August 17, 2021

      For Part I, prior investments, "jump to input" doesn't work.

      George4Tacks
      George4Tacks
      Level 15
      August 17, 2021

      A second snifty feature of Lacerte is that while in the detail screen you can use Ctrl + F to do various searches. The problem can be what to search for. A bit of trial and error lead me to "Find an input field" and search for QOF. 

      If you have encountered this issue or related ones, vote for this product improvement in the Idea Exchange

      https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604/tab/most-recent

      Answers are easy. Questions are hard!
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