nwempe
Level 3
02-26-2020
11:30 AM
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User FIDO 61
Level 8
02-26-2020
02:18 PM
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Found this in Help.
Importing Information From Excel (CSV or XLS Files) Using the Lacerte Schedule D Import Tool
:shrug:
♫ So if you ask me and I don't tell you
Bet your sweet bottom dollar I lied ♪
Bet your sweet bottom dollar I lied ♪
nwempe
Level 3
02-26-2020
02:30 PM
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That's for schedule D transactions. I'm familiar with that process. I'm referring to Form 706, Schedule B where you list out all the stocks and bonds included in an estate. I should have been more clear in my initial question. Thank you!
User FIDO 61
Level 8
02-26-2020
04:02 PM
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My bad. I may have been on a Badge Binge 😳
♫ So if you ask me and I don't tell you
Bet your sweet bottom dollar I lied ♪
Bet your sweet bottom dollar I lied ♪