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Level 1
August 31, 2020
Question

Using eOrganizer form 114 to 8938

  • August 31, 2020
  • 1 reply
  • 3 views

Hello, my CPA uses Lacerte and asks me to enter my data in eOrganizer. I enter the data for form 114 (the Fincen form). When I come to form 8938, there is an option: use Ctrl T to import data from 114 to 8938. But it never seems to work in eOrganizer. I usually have to delete all of last year's 8938's and restart from scratch entering data all over again. Painful.

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1 reply

abctax55
Level 15
August 31, 2020

Wow...now suggestions from clients of the the professionals who use Lacerte.

SMH

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