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S
SGB CPA
Level 2
February 10, 2021
Question

Schedule D import

  • February 10, 2021
  • 1 reply
  • 12 views

Schedule D import is not working at all for 2020 tax returns.  When will this be launched by Lacerte.

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
February 11, 2021

It does work. If it seems like the program quit working, you might need to use Alt + Tab to see the proper window.

For me it works more smoothly from the client list. Highlight the client > Import > Schedule D. 

 

Answers are easy. Questions are hard!
S
SGB CPAAuthor
Level 2
February 12, 2021

You are referring to other method of schedule D import.  I'm referring to direct import "import client data from online accounts now".  In all cases I receive a message that the information is not available from the investment company, when in fact I know that the information is available.  

This method of import has worked in past years but this year it does not.

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