Uploading transactions into Lacerte to schedule D

Forum|Forum|4 years ago
April 23, 2022
1 reply
9 views

I uploaded about 1400 transactions to schedule D from a CSV file, and form 8949 will not populate although schedule D correctly computes long and short-term capital gain. Is there a limit on the number of transactions that can be uploaded (CSV file) after which form 8949 will not populate? Lacerte crashes after about two minutes of freeze up.

Lacerte Tax

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Best answer by itonewbie

I like the attachment option except when clients have F.1116 and you have to adjust the net for gross income, which requires another round of computation offline.

abctax55

Level 15

In settings, there is a place to "force" F 8949 even if all transactions are covered.

Try that, if you don't already have it marked.

HumanKind... Be Both

itonewbieAnswer

Level 15

I like the attachment option except when clients have F.1116 and you have to adjust the net for gross income, which requires another round of computation offline.

---------------------------------------------------------------------------------Still an AllStar

R

RESEAAuthor

Level 2

I did use the attachment option. Fortunately no gross income adjustment needed on form 1116.

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