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bernie10
Level 3
May 20, 2022
Question

Why isn't the system picking up the "Date Acquired" and "Date Sold" fields when I do a tax import? Why is it picking up and posting all the other fields correctly?

  • May 20, 2022
  • 1 reply
  • 8 views
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1 reply

PhoebeRoberts
PhoebeRobertsIntuit Community Champion
Intuit Community Champion
May 20, 2022

Are those fields correctly formatted as dates? When you do the import, if those columns are grayed out when you link them to Date Acquired and Date Sold, Lacerte doesn't recognize the date format you're using.

There are a couple of big brokerages that do their gain-loss exports with a non-standard date format, and I have to use formulas to get them into something that Excel and Lacerte recognize as a date.

    B
    bernie10Author
    Level 3
    May 22, 2022

    Everything appears as it should and this import is directly from Morgan Stanley and has worked for other clients correctly.  I am going to contact the broker and see if there is an issue from their side.

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